Amanda Campbell is a financial advisor with Stifel in Palm Beach, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2015. Outside of her advisory role, Campbell serves on the board of Rosarian Academy and is Secretary of the Jupiter Police Foundation, where she assists with fundraising and event planning. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment analysis methodology developed by its Investment Strategy Group.

Kevin Wandoff is a CERTIFIED FINANCIAL PLANNER™ professional with 22 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Morgan Stanley from 2004 to 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, retirement plan consulting, and offers a combination of brokerage and advisory solutions supported by internal and third-party research.

Brad Parpan is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds the CFP® designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2016, following a tenure at UBS Financial Services from 2013 to 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Dino Ruffa is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and Park Avenue Securities. Outside of his advisory role, he owns an insurance agency and manages a financial planning business called Upward Wealth Group LLC. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services focused on model-based asset allocation, portfolio optimization, and a variety of investment management programs.

Mark Belford is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. His prior roles include five years at Stephens, Inc. and five years at KPMG Corporate Finance LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research supported by a centralized manager solutions team.

Roni Chase is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, Chase worked at Janney Montgomery Scott for eight years and Wells Fargo Advisors LLC for seven years. Outside of advisory work, Chase is a majority owner of a merchant partnership, Chase GP, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and specialized areas such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients choosing implementation through brokerage or advisory programs.

Phillip Edwards is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citigroup for 11 years before joining Merrill in 2024. Edwards serves as a director of the Cultural Council of Palm Beach County and is a board member of the United Way of Palm Beach County. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Luke Pingleton is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he assists clients in managing their individual wealth to meet their specific needs. Luke emphasizes a thoughtful approach to wealth management that begins with listening to clients and understanding their goals to inform every strategy. Luke began his career in financial services in 2017. His areas of focus include education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He is part of The Pingleton Group in West Palm Beach, FL, which aims to be the primary source for clients' financial advice and guidance through teamwork, client involvement, and access to Merrill Lynch's global resources. He holds a Bachelor's Degree from the University of Alabama System and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Luke is involved in several professional organizations including the Alabama Alumni Association and has community involvement with the Leukemia & Lymphoma Society and Place of Hope. His personal interests include adventure sports, chess, golfing, hiking, music, reading, skydiving, spending time with family, and traveling.

Staceyanne Johnson is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Citigroup and CitiBank, N.A. She serves as a board member of the Literacy Coalition of Palm Beach, which provides literacy programs for children and adults in the area. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutional entities.

Ronald Dale is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates multiple analytical tools but does not provide individual security recommendations as part of its standalone planning services.

John Whitledge is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Oppenheimer and Independent Portfolio Consultants, Inc. He is also the owner of JKM Legacy Holdings, a legal entity formed for real estate investing. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and utilizes model-driven strategies managed by unaffiliated asset managers.

Juan Sardinha is a financial advisor at Merrill in Jupiter, FL, holding a Series 63 designation with 29 years of industry experience. He has worked at Merrill since 2005 and has been associated with Bank of America since 2009. Merrill, together 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.

Anna Sieron is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and is also employed by JPMorgan Chase Bank, N.A., where she can offer certain bank products and services. Prior to joining J.P. Morgan, her work history includes positions in various companies and industries. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes a framework for ESG eligibility, with implementation support from J.P. Morgan affiliates.

Nathan Rimpf is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at Goldman Sachs & Co. for nine years before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients. The firm offers tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Terry Campbell is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2016, with prior experience at A.G. Edwards & Sons, Inc. from 1999 to 2008. In addition to his advisory role, he is the owner of Integral Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth criteria, employing proprietary research and tools to develop investment recommendations.

Kevin Crosby is a financial advisor at J.P. Morgan Securities in Palm Beach, FL, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at JPMorgan Chase Bank NA and employment at the University of Miami. He has also been involved with Angelstone Tournaments Inc. and Angelstone Farms Inc. 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 searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and includes a range of derivative and commodities capabilities.

James Drinkwater is a Series 66-licensed financial advisor with LPL Financial in Jupiter, FL. He has less than one year of industry experience and previously held positions at Drinkwater Wealth Management, UCF, and Lockheed Martin among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.

John Murphy is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with Stifel and has previously worked at UBS Financial Services. He holds the Series 63 license and is based in Palm Beach Gardens, FL. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Mark Vander Veen is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 65 and Series 63 credentials and 24 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Merrill, Banc of America Investment Services, Prudential Equity Group, and an earlier tenure at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research and analytics from Wells Fargo Investment Institute along with third-party sources to support its investment approach.

Leah Trietiak is a financial advisor with J.P. Morgan Securities in Palm Beach Gardens, FL. She holds Series 63, 65, and 66 licenses and has 12 years of industry experience, including prior roles at Morgan Stanley, UBS Financial Services, and RBC Capital Markets. Her background also includes entrepreneurial ventures such as operating an escape room business and involvement with a private investigation company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The advisory process integrates systematic quantitative screens and qualitative research to develop model asset allocations, with implementation support from affiliated entities.