Mark Parks Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has served in various roles including CFO of Hillsboro Club and owner of several non-investment related businesses such as MAP CPA Group International LLC and Mark A. Parks Jr. International Inc. Parks is also the author of *The Gift: The Essential Guide to Money and Investments for Women*. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale and delivers advisory services using model-driven strategies managed by unaffiliated asset managers.

Manuel Leal Sanchez is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has more than 11 years of experience in the financial industry, including roles in investment banking, commercial banking, and corporate banking at institutions such as JP Morgan Securities, Citibank, and Santander Securities. Manuel focuses on managing new wealth, portfolio management services, and retirement income for his clients. He holds a Master of Business Administration from the NYU Stern School of Business and a Bachelor of Science in Civil Engineering from Universidad Metropolitana. Manuel is a Personal Investment Advisor (PIA) and speaks Spanish, French, and English. Originally from Venezuela, he serves as a board member of Jack the Bike Man, Inc. Outside of his professional role, Manuel enjoys golfing, running, and skiing.

Kenneth Hauck is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at OAIC Wealth, Inc. and AP Retirement Inc. before joining Morgan Stanley. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Christopher Cornett is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. He previously worked at BOFA Securities, Inc. for 23 years before joining Merrill. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based, discretionary, and tax-aware investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Kevin Mac Intyre is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at First Republic Investment Management and J.P. Morgan Securities. Outside of his advisory role, he serves as chairman of the Green Committee and board member at Salem Country Club and acts in an advisory capacity to the founder of Logic Inc. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management along with financial planning and brokerage services. The firm employs tailored investment strategies using both in-house and third-party managers and offers integrated advisory programs with features such as tax management and responsible investing options.

Melissa Mulhearn is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 10 years of industry experience. Her prior work includes roles at Bowman Consulting and PTM Electric Inc. Outside of financial services, she is a partner and title manager at Lets Go Enterprises, LLC, which creates and sells handmade soap. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-based investment strategies and offers discretionary portfolio management supported by third-party asset managers.

Robert Jones is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and 42 years of industry experience. He previously worked at Lion Street and M Holdings Securities, Inc. Jones holds multiple business interests, including ownership in Jones Lowry LLC and R. Marshall Jones, Inc., and serves as a board and committee member at Palm Beach Atlantic University. He also acts as co-trustee for several family trusts, overseeing delegated investment management and fiduciary duties. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advice with risk-based planning reviews and supports small businesses through its SIMPLE IRA Employer Advisory & Consulting Services program.

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® designated financial advisor with 12 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc., having joined the firm in 2023 after nine years at Bank of America and Merrill. Knapp also serves as an independent contractor financial advisor under the Helius Wealth Management umbrella. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, retirement plans, corporations, and institutional clients. The firm provides non-discretionary financial planning and investment consulting, supported by research and risk-based reviews, and offers unique municipal advisory capabilities and an extensive affiliate network.

Matthew Kutcher is a CFP® professional with 27 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2019. Prior to that, he held positions at JPMorgan Chase Bank NA and J.P. Morgan Securities from 2014 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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 and Managing Director 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. The group has since expanded to include multiple associates. Diane holds the Chartered Retirement Planning Counselor™ (CRPC™) designation from The College for Financial Planning Institutes Corp. She is also a qualified Portfolio Manager, providing clients with personalized investment strategies that may include individual securities, Merrill model portfolios, and third-party investment options, often managing these strategies on a discretionary basis through the Firm’s Investment Advisory Program. Diane’s expertise encompasses wealth management and investment consulting services tailored to wealthy families, high net worth individuals, and corporate executives. She earned a Bachelor of Science degree in Accounting from the University of Tampa. Over her career, Diane has received recognition from Forbes, including repeated listings among the Best-in-State Wealth Advisors and Top Women Wealth Advisors. She is a member of the BMR Wealth Management Group, which has been named to Forbes’ Best-in-State Wealth Management Teams list. Outside of her professional work, Diane resides in Jupiter with her husband and family. She is involved in community organizations such as Impact of the Palm Beaches and the Forgotten Soldiers Outreach Center. Diane’s personal interests include reading, football, 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, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Bank of America and Merrill, where he worked for six years each. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Steven Hein is a financial advisor with LPL Financial, holding the CFP®, PFS™, and Series 66 designations and bringing 25 years of industry experience. Prior to joining LPL in 2026, he spent 19 years with Kestra Investment Services, LLC and 10 years with Kestra Advisory. In addition to his advisory work, Hein is a seminar presenter on college planning through 123college.com. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.