Garrett Jackson is a financial advisor with Ameriprise Financial Services LLC and holds a Series 66 designation. He has one year of industry experience and has previously worked in roles outside the financial sector, including positions at Resurge Agency LLC and Century 21 Signature Properties. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides tailored retirement income planning through a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Wanda Roker is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and over two decades at Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Maggie Cooney is a Financial Consultant currently serving at Fidelity Investments since 2025. She specializes in building long-term relationships with clients, focusing on trust, open communication, and personalized financial guidance. By understanding each client's unique preferences and goals, she adopts a planning-first approach to develop thoughtful strategies and co-create financial plans tailored to individual situations. Prior to her role at Fidelity Investments, Maggie worked as a Financial Consultant Partner at Charles Schwab from 2023 to 2024. She also gained experience as an Implementation Associate at Fisher Investments from 2022 to 2023. Through these roles, she has developed expertise in investment consulting and financial planning. Outside of her professional career, Maggie has interests in beach activities, fitness, food, gardening, horseback riding, and traveling.

Peter Sullivan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2022 and concurrently has roles with CUNA Brokerage Services and CUNA Mutual Group since 2015. His other business activities include involvement with CUNA Mutual Executive Benefits. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors. The firm offers a range of financial planning and investment management services supported by research and technology tools, overseeing over $819 billion in discretionary assets.

Erik Park is a CFP® with 35 years of industry experience, currently affiliated with LPL Financial where he has worked for over 26 years. Based in Wellington, FL, he also serves as a trustee for the Park Family 2015 Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and investment services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisers.

Abby Vicencio is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and 17 years of industry experience. She has been with Wells Fargo in various capacities since 2009. Outside of her advisory role, she co-owns Positive Outlook Holdings LLC, an investment-related business she operates with her spouse. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of specialized planning services. The firm utilizes Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

David Yaccino is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2015. He serves on the Visitor's Board of Shady Side Academy. Stifel provides brokerage and investment advisory services to a wide range of clients, including individuals, institutions, and charitable organizations, using a proprietary investment strategy methodology developed by its Investment Strategy Group.

Pamela Segal Rhodes is a Series 66-licensed financial advisor with UBS Financial Services in Wellington, FL, where she has worked since 2006. She has 21 years of industry experience. Outside of her advisory role, she operates a sole proprietorship involved in equestrian sales and training. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings that include financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans for clients.

Jeffrey Miller is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior experience includes a decade at Goldman, Sachs & Co. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a large team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Keith Rowling is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has held positions at Morgan Stanley and Bank of America, including Merrill, over his career. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and uses firm-approved planning tools to model outcomes, serving clients through both direct engagements and employer-sponsored financial planning agreements.

Richard Harris is a financial advisor at Raymond James & Associates with 43 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Raymond James since 2016. Harris serves as a successor trustee for two children’s trusts in Washington, DC. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christy Flores is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving 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 structured planning process using firm-approved tools and market outlook models.

Glenn Kurlander is a financial advisor at Morgan Stanley in Palm Beach Gardens, FL, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2016. Outside of his advisory role, he serves as a co-trustee for a private trust and is working on a book titled "The Long Ride Home: A Field Guide to Honesty, Repair, Responsibility, Love and Becoming a Man." Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques to assist clients, with an emphasis on advisory services rather than individual security recommendations.

Kevin Landeta is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with Charles Schwab & Co., Inc. since 2017 and also worked at Charles Schwab Bank, SSB. Prior to joining Schwab, he spent three years at the University of Central Florida. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized operations and a formal alternative investment program.

Aaron Stevens is a financial advisor with LPL Financial in Boynton Beach, FL, holding Series 63 and Series 66 licenses and 19 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined total of 12 years before joining LPL Financial in 2018. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Elizabeth Cooper is a Series 66 licensed financial advisor at UBS Financial Services with 18 years of industry experience. She has been with UBS since 2014. 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 uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Douglas Walker is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1988, focusing on developing strategies and recommendations for high-net-worth individuals, their families, and their businesses to help meet their short- and long-term financial goals. With over 35 years of experience in the financial services industry, Douglas takes a consultative and objective approach to wealth management. He listens to and reviews client financial situations, preferences, and goals, then offers portfolio recommendations designed to align with each client's income and growth needs. His discussions also cover a wide range of opportunities, including investments, retirement, estate planning services, lending solutions from Bank of America, and philanthropy. Douglas holds a Bachelor's Degree from the University of Maryland and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He resides in Reston, Virginia with his wife, Jodi. His personal interests include baseball, golfing, and spending time with his family. Douglas is also involved with the Purcellville Cannons organization.

Harold Cohen is a financial advisor with Morgan Stanley in Boynton Beach, FL, holding Series 63 and Series 65 designations and possessing 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market simulations.

Garrison Wiesenhahn is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked in various roles within J.P. Morgan Asset Management, JPMorgan Chase Bank, N.A., and Columbus Investment Advisory. His prior experience also includes positions at Mettler-Toledo International, Inc. and The Ohio State University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment recommendations.

Joseph Rice is a financial advisor at Raymond James Financial with nine years of industry experience. He holds the Series 66 designation and has worked previously at Lincoln Financial Advisors, Bank of America, and Merrill. He is also CEO of Cogan Financial, an LLC he established for tax purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports municipal and public-finance work through a unique affiliation with a municipal advisor.