Collin Meyer is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has been with RBC Capital Markets since 2008 and previously worked at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s Advisory Risk Profile.

Anthony Hartigan is a financial advisor at UBS Financial Services with 52 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America, N.A. from 2009 to 2023. 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 utilizes proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Camille La Grange is a financial advisor with Merrill in West Palm Beach, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, Camille worked at Bank of America, N.A., New York Life Insurance, and held roles outside finance, including at Salon Professionals Networking Inc and ECC Foreign Language Institute. She is also the owner of You Already Are LLC, a business focused on creating and displaying handmade art pieces. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Jeffrey Pietrzak is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has been affiliated with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Joaquin Gamero Pendola is a financial advisor at UBS Financial Services, holding a Series 66 designation with one year of industry experience. Prior to joining UBS, he was involved in the food service industry, including roles at Alacruz Grill and C'est Si Bon Catering. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides a wide range of services including fee-based financial planning, portfolio management, and capital markets services, leveraging proprietary research and institutional trading capabilities.

Sharon Dvir is a financial advisor with Cetera in West Palm Beach, FL, holding Series 66, 63, and 65 licenses and bringing 10 years of industry experience. Her prior roles include positions at PNC Private Bank, Raymond James Financial Services, and SunTrust Investment Services. She serves as a board member for SafeSpace, a domestic violence nonprofit. Cetera Investment Advisers LLC is an SEC-registered firm serving a range of clients from individuals to institutional accounts, offering portfolio management, financial planning, ERISA retirement services, and access to third-party money managers through a multi-manager platform.

Alex Santiuste is a financial advisor at Morgan Stanley with eight years of industry experience. He previously worked at UBS Financial Services and held roles in professional real estate and sales companies before joining Morgan Stanley in 2025. His credentials include Series 63, Series 65, and Series 66 licenses. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and advanced modeling tools, serving clients through both direct and corporate financial planning agreements.

Sean Mccarthy is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds the CFA® designation and Series 63, 65, and 66 licenses. Prior to his current role at Wells Fargo Clearing since 2021, he has been with Wells Fargo Bank, N.A. since 2010. He also serves as a successor trustee for a revocable trust. 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 and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Robin Cuddy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Mary Galemmo is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Wells Fargo and Campbell University. She serves on the Allocation Committee for Education at Palm Beach United Way, where she reviews funding applications related to early childhood education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients' goals and risk tolerances.

Kety Arano is a financial advisor with Primerica Advisors in West Palm Beach, FL, holding Series 63 and Series 65 licenses and three years of industry experience. Her work background includes roles in dental office management and operations, alongside her advisory role. Outside of finance, she is a partner in Trucktrans LLC, a trucking and logistics business based in Palm Springs, FL. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts under a wrap-fee structure.

Christopher Haffey is a CFP® with 25 years of industry experience, currently serving as a financial advisor with Raymond James & Associates since 2026. He previously spent 15 years at SunTrust Investment Services and 10 years at SunTrust Advisory Services. Outside of his advisory role, he serves as an elder and chair of the finance committee at First Presbyterian Church North Palm Beach, overseeing the church’s investment accounts. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm offers wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering non-discretionary, customized investment recommendations supported by extensive research and affiliate resources.

Michael Keenan is a financial advisor at Fidelity with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with various Fidelity entities since 2003. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprised of mutual funds, ETFs, and ETPs.

Edward Lubell is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2002. Outside of his advisory work, Lubell serves on the board of directors for 3CInteractive Corp, a telecommunications company specializing in mobile enterprise solutions using SMS text messaging. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management offerings, including futures commission merchant activities and securities-backed lending programs.

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 at UBS Financial Services with Series 63 and Series 66 licenses. He has been with UBS since 2026 and has no prior industry experience before joining the firm. His background includes work at TheMagic5 and JM&A Group, as well as roles in education and local business. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets offerings.

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.

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 with Ameriprise in Jupiter, FL, holding a Series 66 designation and 26 years of industry experience. He has worked at Ameriprise since 2020, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver personalized, non-discretionary advice, primarily focusing on Ameriprise-managed accounts.