Anne Schoch is a financial advisor with Morgan Stanley in Palm Beach, FL, holding Series 63 and Series 65 licenses with 15 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides planning services primarily in an advisory capacity.

Joshua Dewitt is a financial advisor with Wells Fargo Clearing based in Palm Beach, FL, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory role, he is involved in foster care through the Florida Department of Children and Families. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions.

Karla Sordo is a financial advisor at Fidelity with 14 years of industry experience. She holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2014. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic, model-based investment solutions.

Robert Watson is a Wealth Management Advisor at Merrill Lynch Wealth Management. In his role, he develops personalized financial strategies tailored to clients' goals, leveraging the investment insights of Merrill and the banking and lending solutions of Bank of America. He focuses on providing lending and credit solutions using a world-class platform. Robert's expertise encompasses Corporate Executive Services, Equity Compensation Services, Family Wealth Management Strategies, Legacy Planning, Liquidity Management, and Retirement Income. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Bachelor of Science degree in the Social Sciences from Florida State University and a Master's degree from Strayer University. Robert serves on the Board of Directors for the Rialto Home Association and is a member of the Jupiter Medical Center Planned Giving Advisory Council. He resides in Jupiter, Florida, with his wife Olivia and their two children. Outside of work, he enjoys billiards, chess, golfing, tennis, traveling, and spending time with family and friends.

Mary Cole Stange is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC Capital Markets, she held positions at Overlook Financial, LPL Financial, and Botanic. Outside of finance, her work history includes roles in retail and apparel companies such as Ophelia Swimwear and Ono Surf Shop. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and access to both in-house and third-party managers.

Pehrson Szuluk is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at Morgan Stanley and Northwestern Mutual Investment Services LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Heather Helphrey is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she holds power of attorney responsibilities for family members. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions.

Theodore Seton is a financial advisor at Merrill in West Palm Beach, FL, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Merrill since 1994. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mary Acito is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several major firms, including Morgan Stanley, Fidelity Investments, Merrill, and Banc of America Investment Services. In addition to her advisory role, she is a licensed notary public in Boca Raton, Florida. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and planning tools to develop customized recommendations.

Alexander Mc Kendry is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His work history includes roles at Bank of America, Equitable Advisors, and Nationwide Insurance. Outside of his advisory career, he has been involved with the Overbrook Golf Club. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Quintin Burkhamer is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding Series 63 and Series 65 credentials and bringing five years of industry experience. His prior roles include positions at The Vanguard Group, Triad Advisors, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Timothy Lynch is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He previously worked at Wells Fargo Clearing, Cintas, and the New York Yankees. Lynch is also the owner of TL26 Capital LLC, a business related to investment activities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing comprehensive investment and financial planning services, including niche areas such as business-owner transition and sports & entertainment planning. Advisors develop tailored recommendations using proprietary research and planning tools, with implementation options available through brokerage or advisory programs.

Peter Foley Jr. is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Merrill, UBS Financial Services, and City National Bank. Outside of financial advising, he is involved in a private investment venture acquiring distribution rights for a life jacket product, targeting yacht clubs and sailing programs. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering various advisory programs with tailored portfolios implemented through a combination of in-house and third-party managers.

Ruben Rodriguez is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the Series 66 designation and has worked at Merrill, Bank of America, PNC Wealth Management, and various J.P. Morgan entities. Rodriguez is also employed by JPMorgan Bank, where he is able to offer certain bank products and services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Don Wilber is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63, 65, and 66 credentials and bringing 26 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in property management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Richard Ewing is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 11 years. Outside of his advisory role, he manages a business specializing in interior landscaping and orchids. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its affiliated entities and utilizes algorithmic automation to support its retirement income planning.

Thomas Cunningham is a financial advisor at Robert Baird & Co. based in West Palm Beach, FL, holding a Series 66 designation. He has been with Robert Baird & Co. since 2025, with prior experience at firms including 160over90 and Circufiber Inc. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients offering a range of financial planning, portfolio management, and brokerage services. The firm utilizes a mix of manager-traded and model-traded strategies, internal research tools including artificial intelligence, and provides municipal advisory services along with other institutional offerings.

John Houchin III is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 35 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Banc of America Investment Services. Outside of his advisory work, he is involved in managing rental real estate properties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA consulting programs.

Lawrence Boytano is a Series 66-licensed financial advisor with 14 years of industry experience, currently with J.P. Morgan Securities. His prior work includes roles at Merrill Lynch and Bank of America. He is also an employee of JPMorgan Bank, enabling him to offer certain bank products alongside his advisory services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a manager solutions team and includes capabilities in derivatives and commodities.

Shanell Foster is a Series 66-credentialed financial advisor with over 10 years of experience, currently with Thrivent Investment Management and Thrivent Financial since 2015. She serves as President of the Shanell Foster Foundation Inc., a nonprofit focused on expanding educational access and career opportunities for underserved populations, and is a board member of Paths and Gateways, an organization supporting education in rural communities. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing holistic, goal-based financial planning without discretionary portfolio management.