Alexis Rivero is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in Delray Beach, Florida. She is part of the Rubin Wealth Management Group, working alongside Kevin Hammer and Barry Rubin. Alexis assists clients with a broad range of financial services including pre- and post-retirement planning, risk management, wealth transfer strategies, concentrated stock positions, charitable giving, trust and estate planning services, personalized asset management, and access to the firm's alternative investments platform. She focuses on serving business owners, professionals, and families, providing strategies that address employee benefits planning, executive compensation, equity compensation services, family wealth management, services for endowments, foundations, non-profits, LGBT wealth planning, personal retirement planning, small business strategies, women and wealth, and tax minimization. Alexis serves clients both nationally and internationally and communicates fluently in English and Spanish. Alexis is a first-generation college graduate with a Bachelor of Science degree in Business Administration, majoring in Finance, from the University of Central Florida's School of Business. She holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Outside of her professional career, Alexis is active in community volunteer work with non-profit organizations and enjoys music, soccer, hiking, and international travel.

Richard Leone is a financial advisor at UBS Financial Services with eight years of industry experience. He holds a Series 66 designation and has worked at UBS since 2017. Prior to UBS, he spent one year at Alston & Bird LLP. UBS Financial Services serves individual, corporate, and institutional clients by offering a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and comprehensive capital markets resources.

Kevin Peters is a financial advisor with Morgan Stanley in Palm Beach, FL, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. His outside activities include involvement with trust-related roles in North Palm Beach, Florida. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, emphasizing tailored financial planning and utilizing structured planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Stephen D. Polin is a Senior Vice President, Wealth Management Advisor, and Senior Portfolio Advisor with the Wilt Polin Group in Palm Beach, Florida. The Wilt Polin Group is a team of financial advisors and registered client associates dedicated to simplifying the financial lives of their clients through managing cash flows, building diversified investment portfolios, assisting with banking and financing needs, and providing generalized estate and trust planning strategies. Stephen focuses on a goal-based wealth management process to fully understand client objectives, develop personalized recommendations, and implement customized strategies for both individual and corporate clients. He also has a special focus on working with clients in the music industry. Stephen has been in the financial services industry in an advisory capacity since 1998, starting as a trainee and advancing to his current leadership roles. He earned a Bachelor of Science degree in Finance from Florida Atlantic University. He holds the Certified Private Wealth Advisor® designation granted by the Investment & Wealth Institute, which he completed in conjunction with the University of Chicago Booth Business School, and the Chartered Retirement Planning Counselor™ designation from The College for Financial Planning Institutes Corp. Committed to community involvement, Stephen serves as President of his Homeowner's Association. His personal interests include adventure sports, golfing, music, and spending time with his family.

Alan Modest is a financial advisor with LPL Financial in Boynton Beach, FL, holding the CFP® and Series 63 designations. He has 49 years of industry experience, including 37 years with LPL Financial and 45 years operating Alan K. Modest & Associates. His business activities include offering fixed insurance products such as life, health, dental, and disability plans through his firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing various portfolio programs and institutional platforms, supported by a large network of investment adviser representatives.

Marc Bettinger is a financial advisor with Primerica Advisors in Boynton Beach, FL, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior firms include PFS Investments Inc., MML Investors Services, LLC, and Massachusetts Mutual Life Insurance Co. He is also involved in non-investment related activities such as referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates with thousands of advisors nationwide and delivers advisory services based on model-driven strategies managed by unaffiliated asset managers.

Kelly Ferrarese is a financial advisor with UBS Financial Services in Boca Raton, FL, holding a Series 63 designation and 28 years of industry experience. Prior to joining UBS in 2021, Ferrarese worked at Wells Fargo Clearing for five years and has been associated with Wachovia Bank, N.A. since 2002. Outside of her advisory role, she serves as a Board Director and Secretary for the Florence Fuller Child Development Centers, a local nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a range of products including discretionary portfolio management, financial planning, and alternative investments.

Igor Feldman is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and Morgan Stanley in various roles. 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 a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Balestriere is a CFP® professional currently with Edelman Financial Engines, located in Boca Raton, FL, with 22 years of experience in the industry. His work history includes roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services Llc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutions. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary services focused on diversified portfolios and long-term investment strategies.

Sheri Anne Danner is a Series 66–registered financial advisor with UBS Financial Services in West Palm Beach, FL, bringing 21 years of industry experience. Her prior roles include positions at MSI Financial Services, Wells Fargo Clearing, and Ameriprise. She is also jointly involved in developing a mobile app through Danner Time LLC, aimed at facilitating the borrowing of household items among neighbors. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans to client goals and risk profiles.

Tracy Silpe is a CFP® professional with 18 years of experience, currently affiliated with Raymond James Financial. She has operated her own advisory businesses, including Tracy L Silpe LLC and Sabal Palm Financial, since 2015 and 2020 respectively. Outside of her advisory work, Silpe serves as an officer and secretary for ILY, Corp dba Gimco USA and volunteers with the Sports Car Club of America as a flag and communication official at Florida racetracks. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers non-discretionary planning tailored to client goals using risk profiling and modeling tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

David Hyams is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Youssef Habib Abdelsaid is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and six years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, Merrill, and Wells Fargo Bank. He has a business interest as a 50% owner of Lighthouse Tax Services LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research and analytics.

Kevin Hammer is a financial advisor at Merrill with 27 years of industry experience and holds a Series 66 designation. He has been with Merrill since 1999 and is also affiliated with Bank of America, where he has worked for 17 years. Outside of his advisory role, he serves on the Executive Committee of the United States Golf Association in a volunteer capacity. 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 plans, corporations, and charitable organizations.

Barbara Marsh is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and UBS Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, supported by a centralized manager solutions team.

Eric Shapiro is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63, 65, and 66 licenses and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent a year at Morgan Stanley DW Inc. He also serves as a power of attorney for a parent, assisting with investments and cash disbursements. 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 across more than 14,000 advisors and offers both brokerage and advisory solutions.

Joseph Gifford is a CFP® with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2023. He previously worked at Citizens Securities, Inc. and Charles Schwab, where he held roles from 2013 to 2021. Outside of his advisory work, he assists his mother with financial affairs under a power of attorney arrangement. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

William Ingate is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include over a decade at Morgan Stanley and its affiliates. Outside of his advisory work, he jointly owns a vacation cottage in Highlands, North Carolina, which is managed by a property manager. 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 combines research from Wells Fargo Investment Institute and third-party sources to evaluate investments using diversification and modern portfolio theory, while offering a broad range of brokerage and advisory solutions.

Jason Stamm is a CFA® charterholder with 18 years of industry experience. He is currently with Cambridge Investment Research Advisors, having joined in 2025, and previously worked at B. Riley Wealth Advisors and National Securities Corporation. Stamm is also involved in tax services through his ownership of JPS Accounting & Tax Advisory, Inc. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers comprehensive financial planning, investment management, and retirement-plan advisory services, operating across multiple platforms and custodians.

Randall Woolley is a CFP® with 24 years of industry experience, currently serving as a financial advisor with Raymond James Financial. He previously worked at Ameriprise Financial Services, LLC for 21 years. Outside of his advisory role, he owns Shining Sea Tax, LLC, a tax preparation business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized municipal and public-finance services.