Andrew Strobel is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within Wells Fargo's various affiliated firms since 2009. Outside of his role at Wells Fargo Advisors, Strobel owns and operates ATS Private Wealth, LLC, a private wealth management practice based in Stuart, FL. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, risk, and wealth-transfer strategies. The firm integrates advisory services with various financial products and referral channels to serve clients meeting specific net-worth criteria.

Caroline Wall is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. The firm provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services tailored to plan objectives and risk tolerances. Wells Fargo Clearing’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jeffrey Tuttle is a Wealth Management Advisor at Merrill Lynch Wealth Management. He offers a thoughtful approach to managing wealth by understanding each client's family, financial situation, and priorities to create customized and flexible wealth management strategies. Jeffrey provides access to Merrill's investment insights and the banking services of Bank of America to address various aspects of clients' financial lives. With over a decade of experience in the financial services industry, Jeffrey focuses on areas such as managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER® certification as well as the Personal Investment Advisor designation. Jeffrey emphasizes educating his clients about their financial choices and portfolios while collaborating with their legal and tax professionals to implement estate and tax planning services. Jeffrey obtained both his Bachelor's and Master's degrees from Florida Atlantic University, including a Master of Science degree in Forensic Accounting and a Bachelor of Business Administration. He resides in Saint Lucie West, Florida, with his wife and two daughters. His personal interests include adventure sports, biking, fishing, golfing, ice hockey, spending time with his family, surfing, traveling, and watching movies.

Donna Slater is a financial advisor with Primerica Advisors in Tequesta, FL, holding Series 65 and Series 63 credentials and five years of industry experience. She has worked with PFS Investments Inc. since 2020 and has been involved with Primerica Financial Services since 2011. Outside of her advisory role, she is connected to Primerica Mortgage and Primerica Client Services, where she engages in selling loan products and referring home security and automation services. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that relies on model-delivery strategies created by unaffiliated asset managers and supports trade execution and account custody through BNY Mellon Advisors and Pershing.

Nicole Molineux is a financial advisor with RBC Capital Markets in Stuart, FL, holding a Series 66 designation and 13 years of industry experience. She has worked at RBC Capital Markets since 2018 and previously held positions at Bank of America and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ advisory risk profiles.

Jessica Deakins is a financial advisor at Morgan Stanley with 17 years of industry experience. She has held her position at Morgan Stanley Smith Barney since 2010 and holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that employs structured discovery and analytical tools, managing approximately $2.74 trillion in client assets.

Eduardo Gimenez is a financial advisor with LPL Financial and holds the CFP® designation and Series 63 license. He has 31 years of industry experience, including roles at Global Retirement Partners, LLC since 2017 and LPL Financial since 2013. Gimenez provides investment advisory services through Global Retirement Partners, an independent investment advisor firm separate from LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options supported by in-house and third-party research.

Virginia Lynn is a financial advisor with Wells Fargo Advisors in Jupiter, FL, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients through a broad range of investment and fee-based financial planning services, utilizing Wells Fargo’s research and planning tools. The firm offers tailored planning solutions covering various financial needs, with clients able to choose implementation options through brokerage or advisory programs.

Alan Barlow is a financial advisor with Ameriprise in Jupiter, FL, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Barlow serves as treasurer on the board of the Mystic Cove of Jupiter Homeowners Association and participates on the finance committee for The Residences at the Ritz Carlton in Philadelphia. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Drew Dinzik is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Bank of America N.A. and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio strategies implemented through a blend of in-house and third-party managers, supported by notable capital markets and asset management capabilities.

Jon Drinkwater is a CFP® professional with 27 years of experience in the financial services industry. He has worked at LPL Financial since 2024 and previously spent over 16 years with Ameriprise and Ameriprise Financial Services, Inc. He operates Drinkwater Wealth Management as a business activity affiliated with his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Stephanie Williams is a CFP®-certified financial advisor with 11 years of industry experience, currently practicing at Edward Jones in Palm Beach Gardens, FL. She has been with Edward Jones since 2014. Outside of her advisory role, she is involved with Eric Cole Golf LLC, an entertainment business based in Jupiter, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a broad range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Kenneth Hauck is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at American Portfolios Financial Services, Inc. for 22 years. Hauck also has experience with 401 K Exchange and is involved with PPS Advisors, Inc. in insurance and fixed annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers, using a variety of tools and platforms to construct and manage portfolios across multiple asset classes.

Scott Fisher is a financial advisor with LPL Financial in Jupiter, Florida, holding a Series 63 designation and 39 years of industry experience. He has been with LPL Financial since 1995. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management strategies supported by internal research and third-party subadvisors.

David Carrow is a financial advisor with Ameriprise, holding the ChFC® designation and Series 63 license, with 36 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, and MetLife Securities Inc. Outside of his advisory work, he is a silent partner in a real estate management company and involved in independent insurance brokering. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a large institutional platform offering advisory, brokerage, and insurance solutions.

Peter Corbin is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2001. He focuses on working with a select number of affluent families and businesses, providing advice on retirement planning, estate planning, investment, and financing needs. He manages personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment options, aligning asset management and planning solutions with clients' defined goals. With over 30 years of experience, Peter has expertise in areas such as divorce transition planning, employee benefits, personal retirement planning, liquidity management, and portfolio management services. He earned a Bachelor's degree from Fordham University and a Master's degree from New York University. He holds professional designations including Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Peter is involved in community organizations such as the Seton Hall University Stillman School of Business Customer Experience Program Advisory Board, the Terry Waters Property Owners Association, and The Community Chest of Englewood, Englewood Cliffs and Tenafly. He resides in Englewood Cliffs, New Jersey with his wife and has two daughters. His personal interests include biking, boating, football, golfing, reading, spending time with his family, and watching movies.

Michael Weinberg serves as Senior Resident Director at Merrill Resident Director, leading the Jupiter office. He has been in the financial services industry in an advisory capacity since 1996 and has held various roles within the company, including Senior Vice President, Sales Manager, and trainee coordinator. His work focuses on helping clients pursue personal goals such as college education planning, retirement income, legacy planning, and family wealth management strategies, always taking into account their unique perspectives and long-term objectives. Michael holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a High School Diploma from The Pennington School and attended the University of Florida, although he did not receive a degree. He is fluent in both Spanish and English. Outside of his professional role, Michael is involved in community activities including the Michael Shields Memorial Inshore Open and Project LIFT (Life Initiatives for Teens). In his personal time, he enjoys boating, camping, fishing, gardening, horseback riding, scuba diving, skiing, tennis, and traveling with his family.

Michael Manasia is a CFP® with 41 years of industry experience, currently serving at Wells Fargo Clearing. His prior roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he serves as a co-trustee for his niece. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Kristina Hartman is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on developing personalized wealth management strategies tailored to clients’ individual goals and financial situations. Kristina leverages investment insights from Merrill and banking solutions from Bank of America to help clients pursue their long-term financial objectives. Kristina began her career as a financial advisor at Legg Mason in 1998 and earned the CERTIFIED FINANCIAL PLANNER® certification in 2000. Her expertise includes wealth management planning, retirement strategies, education planning, philanthropic planning, socially responsible and ESG investing, tax minimization, portfolio management, and advising women on wealth. She holds the Series 7 and 66 FINRA registrations and also has the Personal Investment Advisor (PIA) designation. She obtained her bachelor's degree from the University of Maryland. Kristina is involved in her community through volunteer work with Anne Arundel County CASA, Inc. Outside of work, she enjoys boating, cooking, gardening, running, scuba diving, skiing, surfing, and spending time with her family.

Anthony Conti is a Series 66-credentialed financial advisor with seven years of experience at Merrill and Bank of America, and one year at Wells Fargo. He also worked at Palm Beach Atlantic University for three years and has five years of involvement with Treasure Coast Miata. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts.