Gregory Murphy is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Wells Fargo Bank and Wells Fargo Clearing Services. Outside of finance, he has worked in various service and retail industries, including DoorDash and restaurant roles. 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 manager due diligence and applying an ESG eligibility framework in its recommendations.

Cristen Buchta is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Edward Jones in Palm Beach Gardens, FL. Prior to joining Edward Jones, she worked at JP Morgan Chase and First Republic Bank. She is also involved with Rendina Healthcare Fund LLLP, a healthcare real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,000 financial advisors.

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.

Andrew Kaplan is a financial advisor at Charles Schwab with Series 66 credentials and four years of industry experience. His background includes roles at Charles Schwab Bank and Schwab, as well as earlier positions in real estate and university financial services. Kaplan has also been involved with Parkland Bagels and Romeos. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals, offering wealth advisory and managed-account services through a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Bruce Bortniker is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He has been with Wells Fargo in various capacities since 2011. Outside of his advisory role, he owns and operates RCCR Associates LLC, a separate investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with services that cover various specialized planning needs and integrate advisory offerings with other financial products.

Golam Chowdhury is a financial advisor with Wells Fargo Clearing in West Palm Beach, FL, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. for multiple years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Christopher Lappas is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Oppenheimer & Co. Inc and Stifel. He has served as a trustee for a family trust during its settlement and distribution. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on retirement income planning, including tax-aware withdrawal strategies and Social Security options.

Tucker Cory is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has worked at Raymond James Financial Services Advisors since 2013 and has led Cory Wealth Management in two separate periods totaling eight years. Cory serves as an independent contractor and president of Cory Wealth Management, a supporting business to his advisory activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work, alongside specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

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.

Eric Cantwell is a financial advisor with Charles Schwab, holding a Series 66 credential and seven years of industry experience. His prior work includes roles at Bank of America, Merrill, National Securities Corp, and Raymond James. Outside the financial sector, he operates a home-based bitcoin mining setup without generating income from it. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and supervisory infrastructure.

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.

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 30 years of industry experience. She holds the Series 63 and Series 65 designations. Her previous experience includes roles at Morgan Stanley Smith Barney, Morgan Stanley & Co., and Wells Fargo Clearing. 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 capital market assumptions and research to tailor financial plans and portfolio management to client 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.