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 at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. He has been with JPMorgan Securities and JPMorgan Chase Bank since 2021. In addition to his advisory role, he is also employed by JPMorgan Bank, where he can offer certain banking products and services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, offering recommendations on a non-discretionary basis.

Perry Greenfield is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. He has held various roles within the Wells Fargo organization since 2009. Greenfield is also involved in managing Greenfield Investment Group LLC, a practice he owns and operates. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored client recommendations.

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 four years of industry experience. She holds a Series 66 designation and has previously worked at firms including Goldman Sachs, Raymond James Financial Services, and First Republic Investment Management. 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 through its Wealth Advisors. The firm combines institutional advisory with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

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 been involved with several hospitality and service businesses, including Frigates Waterfront Bar and Grill and Duffys Sports Grille. 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 large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering services through a non-discretionary program.

Michael Doren is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Diane Ridley is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined the firm in 1985 and co-founded The BMR Wealth Management Group in 2000 alongside her partner Scott Mazur. Diane offers wealth management and investment consulting services to wealthy family groups, high net worth individuals, and corporate executives. She is also a qualified Portfolio Manager who builds and manages personalized investment strategies for clients, incorporating individual stocks and bonds, Merrill model portfolios, and third-party strategies. Diane holds the Chartered Retirement Planning Counselor (CRPC) designation awarded by The College for Financial Planning Institutes Corp and a Bachelor's Degree in Accounting from the University of Tampa. She has been recognized in the industry with multiple listings, including Forbes "Best-in-State Wealth Advisors" for nine consecutive years up to 2026, the Forbes Top Women Wealth Advisors Best-in-State list from 2022 to 2026, and the Forbes "America's Top Women Wealth Advisors" List in several years. Outside of her professional career, Diane resides in Jupiter with her husband and two grown children. She engages in community involvement through organizations such as IMPACT OF THE PALM BEACHES and the FORGOTTEN SOLDIERS OUTREACH CENTER. Her personal interests include reading, participating in book clubs, football and basketball, gardening, and cooking.

Benjamin Cohen is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a planning process that uses structured discovery and quantitative modeling tools.

Andrew Raskin is a financial advisor with LPL Financial in Palm Beach Gardens, FL, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo Clearing, Chase Investment Services, UBS Financial Services, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives and offers a range of financial planning, portfolio management, and institutional platforms.

Steven Hein is a CFP® and PFS™ credentialed financial advisor with 25 years of industry experience. He is currently with LPL Financial and has previously worked at Kestra Advisory and Avantax Advisory Services. Hein is also involved in providing seminars on college planning through 123college.com. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and a variety of investment strategies.

Sylvia Rheker is a financial advisor at Stifel with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services, Wells Fargo Advisors LLC, and several other firms. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Leslie Shorey is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds Series 66 and Series 63 licenses and has been associated with Wells Fargo Bank since 1989. Shorey is based in Palm Beach, Florida. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and serves clients through a large team of more than 14,000 financial advisors, providing both brokerage and advisory solutions.

Gabriela Vasquez is a financial advisor at Charles Schwab with seven years of industry experience and holds a Series 66 designation. She has worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2021 and previously worked at Merrill from 2018 to 2021. Prior to her financial services career, she was employed as a family nanny. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operations.

Richard Beltram is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and analytical models as part of its financial planning process.

James Zahringer is a financial advisor with Raymond James & Associates in Palm Beach, FL, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of advising, he owns Cargo Holdings LLC and serves on the advisory board of ghostfire. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions with a variety of portfolio management styles and affiliated research resources.

William Roughen is a financial advisor with Ameriprise in West Palm Beach, FL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Madison Avenue Securities, Global Wealth Management, and Ameriprise Financial Services. Ameriprise provides retirement-income planning services primarily to individuals with substantial investable assets, using a centralized consulting team to deliver data-driven, tax-efficient recommendations that incorporate algorithmic automation and regular review processes.

Colin Leavey is a financial advisor with Raymond James & Associates in Palm Beach Gardens, FL, holding a Series 66 designation and nine years of industry experience. His prior work includes two years at UBS Financial Services and a year with Amazon Mechanical Turk. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser force.