Jeffrey Heun is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding a Series 63 designation and 45 years of industry experience. He has worked with Citigroup Global Markets since 1983 and has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning using firm-approved tools and offers services through Financial Advisors and its Estate Planning Strategies Group.

Kevin Gai is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding a Series 66 designation and possessing 21 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years before joining Wells Fargo in 2024. 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.

Kimberly Benko is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has held advisory roles at Truist Advisory Services and SunTrust Advisory Services prior to joining Wells Fargo Advisors in 2026. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and tools, serving clients who meet certain net-worth thresholds.

Peggy Kelleher is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2011 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Jacqueline Spiro is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at UBS since 2019, following four years at Merrill. Outside of her advisory role, she owns Prime Properties of South Florida Inc., an S-corporation involved in real estate investments. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary capital market research and model-based asset allocations to tailor financial plans and manages a range of services including portfolio management, financial planning, and capital markets activities.

Carlo Della Mea is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including E*TRADE Securities, Equitable Advisors, Axa Advisors, Lincoln Investment, and Legend Equities Corp. Outside of finance, he is involved in sports data collection through STATS LLC and serves as an official scorer for Minor League Baseball games in Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supported by a nationwide network of financial advisors and branch offices.

Sarah Greitz is a financial advisor at Merrill with 35 years of industry experience. She has been with Merrill since 2009 and holds Series 63 and Series 65 designations. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jetaindranath Sitahal is a financial advisor at Primerica Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2000. Outside of his advisory role, he is a partner in The Jammers, Inc., a business formed for Primerica purposes, which he operates with his wife. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap-fee structure for its investment approach.

Thomas Pinckney is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has previously worked at Sanford C. Bernstein & Co. LLC and ABN AMRO Capital USA LLC. He serves on the fundraising committee of the Town of Palm Beach United Way. Merrill, along 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Gorel is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services. Outside of finance, he assists a family friend's home automation low voltage AV company in Jupiter, Florida, helping with installation and repair on occasion. 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 brokerage, distribution, and investment management capabilities.

Portia Culley is a CFP® professional with 25 years of industry experience, currently serving at J.P. Morgan Securities. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Benjamin Foster is a Private Wealth Advisor and Managing Director at Merrill Private Wealth Management, based in the West Palm Beach office. He has experience consulting to wealthy families, endowments, and foundations, with a focus on working with business owners who have undergone liquidity events. He adopts an educational approach in advising clients on asset allocation, portfolio strategy, manager selection, and wealth preservation strategies. In his current role, he does not provide tax advice. Benjamin began his career as a senior economic consultant at Arthur Andersen, working on international tax strategy for large multinational corporations. He holds an MBA in Accounting and Finance from the University of Chicago and graduated Cum Laude with a Bachelor of Arts in Mathematics and Economics from Bowdoin College. He is designated as a Personal Investment Advisor (PIA). Outside of his professional work, Benjamin has personal interests in basketball, golfing, and running.

Donna Bartelotti is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and affiliated firms, as well as at Bank of America and Merrill. Bartelotti is based in West Palm Beach, Florida. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs including corporate financial planning agreements.

Shannon Erickson is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill, Erickson has held various roles in real estate and hospitality, including positions at Lokation Real Estate and Dreamworks Real Estate Inc. Outside of financial advising, Erickson maintains a real estate license, which is used for personal purposes only. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Douglas Coller is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and possessing nine years of industry experience. He has been with Primerica Advisors since 2016 and also operates Douglas E Coller, PA, a separate investment-related business. Outside of financial advising, he is involved in real estate brokerage with Coldwell Banker Commercial NRT and works as a self-employed driver for Uber and Lyft. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

Luke Myers is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously been involved with Restored Investments LLC and David M. Myers Furniture. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm uses structured planning tools and investment models to support clients, acting primarily in an advisory capacity.

Tara Mccafferty is a financial advisor at OSAIC with 25 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Brighthouse Securities, LLC and MetLife Investors Distribution Company. OSAIC serves a wide range of retail and institutional clients, offering brokerage and advisory services, retirement consulting, and access to third-party money managers. The firm employs various portfolio construction tools and supports multiple advisory platforms, including unified managed accounts and advisor-managed portfolios.

Jenelle Mitchell is a financial advisor at Morgan Stanley in Palm Beach Gardens, FL, with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2017, following roles at PNC Investments and PNC Bank. Outside of her advisory work, she operates Flourishing Hearts Relationship Coaching LLC, providing counseling services. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Robert Bennett is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Palm Beach, Florida. He specializes in advising high-net-worth families, corporate executives, private business owners, and ultra-high-net-worth entrepreneurs. His expertise encompasses investment strategy, wealth preservation, liquidity and credit solutions, multigenerational planning, and personal retirement planning. Robert and his team provide comprehensive family office–type services, collaborating closely with clients’ legal and tax advisors to address wealth enhancement, wealth transfer with tax minimization, asset preservation, and philanthropic planning. Robert earned a Bachelor’s degree from Southern Methodist University and a Juris Doctorate from Georgetown University Law Center. He holds the Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute™ and has additional credentials as a Personal Investment Advisor (PIA). His approach to wealth management combines a goals-based system with institutional-level investment and risk management, focusing on delivering a distinctive, high-touch client experience supported by Merrill Lynch’s global research and resources. Beyond his professional work, Robert is active in community leadership and is involved with EQUIP, a John Maxwell Christian-based mission focused on leadership training globally. He enjoys competitive golf and is a member of several golf clubs, including Winged Foot Golf Club in New York City, Congressional Country Club in Washington, D.C., and The Medalist Golf Club in Hobe Sound, Florida. He values spending time with his family and incorporates a philosophy centered on long-term alignment, prudent risk management, and stewardship.

Jason Vein is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. 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 utilizes structured planning tools and models to support financial planning strategies.