Jeffrey Atlas is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2008. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Karen Lemay is a financial advisor at Merrill with 28 years of industry experience. She holds a Series 63 designation and has worked at several notable firms, including Citigroup Global Markets, Morgan Stanley, PNC Wealth Management, and Wells Fargo Clearing. Lemay has been with Merrill since 2017. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Susana Martin Ortega is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Her prior work includes roles at Bank of America, Sunshine Animal Hospital, and Florida International University. 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 individual and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations.

John Taylor Jr. is a financial advisor at Anchor Financial Services, CPA, PA with 18 years of industry experience. He holds the PFS™ designation and Series 65 license. Taylor has been with Anchor Financial Services since 1991, where he also operates as a Certified Public Accountant and licensed insurance agent. Anchor Financial Services is an independent firm based in Stuart, FL.

Joseph Cruzan is the sole advisor at Cruzan & Associates LLC, an independent investment advisory firm based in Jupiter, FL. He holds Series 63 and Series 65 licenses and has 17 years of industry experience, with prior work at related entities under the Cruzan name beginning in 1996. Cruzan & Associates LLC primarily serves individual clients with tailored investment advisory and financial planning services, managing approximately $21 million in assets across about 33 client relationships. The firm emphasizes non-discretionary management, providing recommendations while clients retain final authority over transactions.

Timmy Baker is a financial advisor at Luminous Wealth, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Wealthcare Advisory Partners LLC, Index Fund Advisors, Inc., and Timonier. In addition to advising, he is the author of *The Awakened Investor* and receives royalty income from its distribution through Conscious Wealth, LLC. Luminous Wealth provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and qualified retirement plans. The firm combines portfolio management, donor-advised account oversight, and pension consulting, tailoring portfolios to client goals using fundamental analysis and Modern Portfolio Theory.

Christia Roberts is the sole advisor at Christia Li Roberts, an independent firm based in Stuart, Florida. She holds Series 63 and Series 65 licenses and has 24 years of industry experience. Roberts has served on the Martin County School Board since 2018 and has managed her own advisory firm since 2002. She also has a longstanding involvement with Roberts Engineering Services, Inc. since 1987. Christia Li Roberts serves individual clients with a personalized approach through an independent advisory platform.

Eric Ebanks Jr. is a financial advisor at EBANKS Financial Solutions, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including eMed and FPL. Outside of financial advising, he operates DJ Audio Services part-time, providing music for weddings and corporate events. EBANKS Financial Solutions, LLC is an independent firm serving clients in Stuart, FL.

Robert Lipka is the sole advisor at Robert Henry Wealth Management, LLC, an independent firm located in Stuart, Florida. He holds a Series 66 designation and has 19 years of industry experience. Outside of financial advising, he is involved in thoroughbred horse racing and serves as president and owner of Celeritas Racing LLC. Robert Henry Wealth Management serves individual clients, offering personalized wealth management services.

Joseph Littky is a CFP® with 30 years of experience in the financial industry. He is currently the sole advisor at Blue Line Capital Advisors in Palm Beach Gardens, FL. His previous roles include positions at Wealth Management America and OneGroup Wealth Partners. Outside of finance, he serves as an emergency medical technician, reserve deputy sheriff, adjunct professor teaching First Aid, and manages a youth basketball program. Blue Line Capital Advisors is an independent firm serving clients with personalized wealth management services.

Bret Rosenthal is the sole advisor at Rosenthal Capital Management, LLC, an independent firm based in Jupiter, FL. He holds Series 63 and Series 65 licenses and has 9 years of industry experience. Rosenthal has been with his current firm since 2006.