Jeanmarie Parker is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and previously worked at Portable Medical Diagnostics, Inc. from 2019 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Eugene Levit is a financial advisor with Merrill in Boca Raton, FL, holding Series 63 and Series 66 licenses and having 18 years of industry experience. His prior experience includes roles at Bank of America, Wells Fargo Clearing, Wells Fargo Bank NA, and J P Turner & Company Capital Management, LLC. Merrill 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, and institutional investors.

Myles Wittenstein is a financial advisor with UBS Financial Services in Palm Beach, Florida, holding Series 63 and Series 65 credentials and bringing 58 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he serves as president and board member of a charitable foundation and is involved in managing multiple family trusts and real estate investment entities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides tailored financial planning and portfolio management supported by proprietary research and a broad platform of capital markets solutions.

Alexandra Marto is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. She has worked at JPMorgan Securities LLC since 2021 and has been with Jpmorgan Chase Bank NA since 2018. Prior to entering financial services, Alexandra had brief roles at IBM and UBS, and she attended the College of William and Mary. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary 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 and includes broader derivatives and commodities capabilities.

Sara Bergida is Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2024. In this position, she helps clients plan, manage, and grow their wealth over time to work toward their retirement goals. Sara collaborates with clients to develop personalized financial plans aligned with Fidelity's strategies. Sara has been with Fidelity Investments since 2016, progressing through several roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she gained experience as a Branch Intern at Scottrade Advisor Services and as an Administrative Intern at Fidelity Investments. She holds a California Insurance License.

Nicole Ryan is a financial advisor with Merrill, holding a Series 66 designation and based in Boca Raton, FL. She has been with Merrill since 2019 and has prior experience at Bank of America from 2020 to 2021. Before entering the financial industry, her background includes roles in retail and education. 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.

Gary Owens is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2017, with prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes manager selection and tax-efficient investment strategies, supported by integration with Bank of America’s capital-markets platform.

Frederick Morgan is a financial advisor at Morgan Stanley with 56 years of industry experience. He has been with Morgan Stanley since 2009 and currently works at Morgan Stanley Private Bank, National Association. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs. The firm offers tailored financial planning supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.

Allison Woolery is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 licenses and nine years of industry experience. She previously worked at UBS Financial Services and T. Rowe Price before joining Raymond James in 2019. 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 charitable organizations, providing financial planning and non-discretionary investment consulting through various advisory programs and institutional fiduciary solutions.

Clara Guida is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm employs an IPS-driven advisory process grounded in modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Nancy Tush is a financial advisor with Ameriprise in Boca Raton, FL, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. Her career includes roles at Raymond James & Associates, Merrill, Wells Fargo Clearing, Citigroup Global Markets, and Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services with a focus on dependable income sources and tax-aware withdrawal strategies.

Nichole Kelly is a financial advisor with Equitable Advisors holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Axa Advisors, Wyndham Vacation Ownership, and she is owner of Nichole Kelly Inc., where she advises on Medicare consulting and sales. Kelly serves on the board of the Florida Bleeding Disorders Association, participating in quarterly meetings and biannual awareness events. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, institutional clients, and charitable organizations. The firm utilizes a range of advisory programs, including third-party asset managers and proprietary offerings, focusing on personalized client assessments and fiduciary services.

Mark Anderson is a Wealth Management Advisor with The Lacy Wealth Management Group at Merrill Lynch Wealth Management. He brings over 16 years of experience in delivering personalized wealth management strategies to ultra-affluent individuals, multigenerational families, corporate entities, and endowments. As co-lead strategist of the team, Mark collaborates closely with John Lacy to develop and implement portfolio strategies aligned with each client’s long-term goals. Mark's approach is rooted in goals-based planning and time-tested investment principles, allowing for flexibility in a changing market environment. He holds the Certified Investment Management Analyst® (CIMA®) designation as well as the Sports and Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®) designation. Mark earned his bachelor's degree in Economics and Business Management from Boston College. Outside of his professional role, Mark is involved with the Chamber of Commerce of the Palm Beaches and the Palm Beach Gardens Youth Athletic Association. His personal interests include boating, cooking, golfing, reading, spending time with his family, and traveling.

David Bormel is a Senior Financial Advisor based in the Towson, Maryland office, where he has dedicated his entire 43-year career. He specializes in designing individualized portfolios comprising equities, fixed income, and cash investments. As a qualified Portfolio Manager, David manages personalized or defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He provides both traditional advice and discretionary portfolio management through the firm's Investment Advisory Program. David offers clients a comprehensive range of services including wealth transfer, education planning, liability management, retirement planning, tax minimization, options, and asset preservation. Working alongside specialists with diverse expertise, he assists clients with financial goals from asset accumulation to securing lifetime income streams. He holds a Bachelor's Degree from the University of Maryland and is designated as a Personal Investment Advisor (PIA). A lifelong resident of the Baltimore area, David resides in Owings Mills, Maryland, with his wife, Aileen, and their children. He is actively involved in his synagogue, having served on its Board of Trustees. Outside of his professional commitments, David enjoys golfing, spending time with his family, and traveling.

Olga Agocs is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her career includes roles at JPMorgan Chase Bank, Wells Fargo Advisors, and Flagstar Bank. 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 offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

James Barr is a financial advisor with LPL Financial in Lake Worth, Florida, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Ameriprise and Gaines Financial Group. He holds an active real estate broker license, maintained for over 30 years, though it is used only for personal purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools and a broad platform that includes affiliated insurance and banking services.

Kenneth Carter is a financial advisor with Wells Fargo Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Wells Fargo Advisors and its affiliate Wells Fargo Clearing since 2016. Outside of his advisory career, he has a majority ownership in multiple retail personal care businesses operating under the European Wax Center brand. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services. The firm offers a wide range of planning options and integrates advisory services with other financial products and referral channels.

Sean Drewniak is a financial advisor with Wells Fargo Advisors in Delray, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior work includes roles at Morgan Stanley and Wells Fargo Clearing. He is also involved in entrepreneurial activities through ownership in Drewniak Wealth Management, LLC and Coastal Capital, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. Advisors utilize Wells Fargo’s research and planning tools to develop tailored recommendations, with clients choosing whether and how to implement these recommendations through various brokerage or advisory programs.

Victor Connor is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 49 years of industry experience. His prior roles include positions at Citigroup Global Markets and various capacities within Raymond James since 2003. He also serves as CEO and principal of multiple financial services support companies, including Connor Financial Group and CFG Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individual investors to institutional clients. The firm employs tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

Harleigh Freiberg is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Freiberg was involved with HF Ventures LLC and held various roles including work on Senator Marco Rubio's re-election campaign and positions in educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios including multi-manager and fund-of-funds structures and employs systematic methodologies supported by proprietary technology.