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.

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.

Christopher Andrews is a CFP®-certified financial advisor with 29 years of industry experience. He has worked at Merrill and Bank of America before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2019. Based in Palm Beach Gardens, FL, he is able to offer both investment advisory services and certain banking products through his dual employment at JPMorgan Securities and JPMorgan Bank. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage and investment management services.

Joselyn Springer is a financial advisor at Fidelity with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity and its affiliates since 2013. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Cameron Sorge is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding a Series 66 designation and having one year of industry experience. Prior to joining Morgan Stanley, he worked at Rollins College and U-Tiki Beach Restaurant. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning through dedicated advisory programs and managing approximately $2.74 trillion in client assets.

Nastasha Truesdale is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, she serves as a primary point of contact for clients, facilitating conversations about wealth and investment planning and delivering personalized service tailored to individual needs and preferences. When more comprehensive wealth planning is necessary, she coordinates discussions with Wealth Management Advisors to provide additional support. Nastasha has been with Fidelity Investments since 2008, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming her current position in 2023. Her experience encompasses client relationship management and financial planning within wealth management. No additional information regarding Nastasha's education, credentials, personal interests, or community involvement was provided.

John Lansing is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS Financial Services since 2011. In addition to his advisory role, he serves as a trustee for the Adelaide G. Waldron Trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocation to tailor client plans.

David Holland is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Ameriprise in Jupiter, FL since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Outside of his advisory role, he is involved in fiduciary activities and serves as an agent named in a health care directive or living will. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Reed is a financial advisor with LPL Financial in Westlake, FL, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. He previously spent 18 years with TRSS Wealth Management, LLC while also working with LPL Financial since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and access to model portfolios and research.

Jeffrey Kaltman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as co-trustee for family trusts. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.