Robert Barboni is a CFP® professional with 32 years of industry experience. He currently works with Cetera and has prior experience at Evershore Financial Group and Securian Financial Services. Outside of advisory services, he is an officer of Petal Forward Inc., a nonprofit involved in flower donations. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management options and financial planning through a large network of independent advisors.

Roberto Vargas is a financial advisor with Charles Schwab in Palm Beach Gardens, FL, holding Series 65 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at Ameriprise, JP Morgan Securities, Bank of America, Merrill Lynch, and founded Seek First Consulting Group. Outside of his advisory role, Roberto is the host and producer of The Godfident Man Podcast and the Small Business BIG GOD YouTube channel, which focus on faith, leadership, and Christian perspectives in business. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investments.

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.

Jacob Smith is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and four years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2022. Outside of his advisory role, he is also an employee of JPMorgan Bank, offering deposit and credit products. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Amy Tamblyn is a financial advisor at UBS Financial Services with 29 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes 16 years at Morgan Stanley Smith Barney and a total of 19 years at Morgan Stanley & Co., Incorporated. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocations tailored to clients’ goals and risk tolerances.

Travis Campbell is a financial advisor at Fisher Investments with 13 years of industry experience. He holds the Series 66 designation and has been with Fisher Investments since 2014. Outside of his advisory work, he is the founder of Fhoenix VC LLC, a holding company for personal assets. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative analysis to construct diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Heidi Pittell is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding a Series 63 designation and over 41 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.

Ullanda Hill is a financial advisor at Merrill with five years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bank of America since 2018. Prior to entering the financial services industry, she was employed at Comcast from 2015 to 2018. Merrill, along 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Scott Barber is a financial advisor with Ameriprise in N Palm Beach, FL, holding a Series 66 designation and 21 years of industry experience. He previously worked at Sanford C. Bernstein from 2004 to 2016 before joining Ameriprise Financial Services, Inc., where he has been since 2016. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized retirement-income consulting team.

Justin Carpenito is a financial advisor with J.P. Morgan Securities in Palm Beach Gardens, FL, holding a Series 66 designation and 13 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2013. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. Their approach combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in recommending strategies.

Alyca Brewton is a financial advisor with Fidelity, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Fidelity, she has held various roles across multiple industries including retail and technology. Outside of her advisory work, she operates an online business selling handmade candles through Etsy. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers services such as discretionary portfolio management, fund advisory, and model portfolio delivery, supported by systematic methodologies and oversight controls.

Simona Solomos is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. She has worked at notable firms including Merrill and First Republic Investment Management. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Thomas Rudakas is a financial advisor with Ameriprise in Jupiter, FL, holding a Series 63 designation and 44 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations, primarily for clients with assets managed by Ameriprise.

Carlo Sestito is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He previously worked at Pruco Securities, LLC for 35 years and has been associated with Prudential Insurance Company of America for over three decades. Outside of his advisory role, he manages family business entities and holds various insurance-related appointments. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by research, model portfolios, and third-party managers. The firm integrates financial planning with product sales, including insurance, through an affiliated agency and utilizes a platform that combines adviser programs with active lending solutions.

Connor Flannery is a financial advisor with J.P. Morgan Securities in Palm Beach Gardens, FL, holding Series 66 and Series 63 licenses and 10 years of industry experience. He has worked at Wells Fargo Clearing Services, Merrill, and National Securities Corp before joining J.P. Morgan Securities and JPMorgan Chase Bank, where he is also able to offer bank products including deposit and credit services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary advice through a select group of Wealth Advisors and applies an ESG framework when recommending strategies.

Justin Warzala is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes eight years at UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with a range of advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients' risk profiles.

Sheri Bilger is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and 21 years of industry experience. She has been with Thrivent and its affiliates since 2006, including roles at Thrivent Financial and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning covering various financial topics, with options to combine planning and managed-account programs under a consolidated billing structure.

Timothy Lyons is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Edward Jones and ownership of Lyons Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Mitchell Pearl is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2009 and City National Bank since 2017. He is also involved in teaching investing fundamentals through an adult education program with the Palm Beach County School District. 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 investment strategies implemented through a combination of in-house and third-party managers, emphasizing customization and integrated capital markets capabilities.

David Wieseneck is a financial advisor with Cetera, holding a Series 66 designation and over 26 years of industry experience. He has worked with firms including Raymond James & Associates and Concourse Financial Group Securities Inc. In addition to his financial advisory role, he maintains a legal practice in Florida, assisting clients with minor legal issues. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to model portfolios, third-party managers, and customized strategies.