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 Series 66 credentialed financial advisor with Fidelity Investments, based in Palm Beach Gardens, FL, and has one year of industry experience. Prior to joining Fidelity, she held roles at Restoration Hardware and Starbucks, among other positions. Outside of her financial advisory work, Brewton operates a small business selling handmade candles on Etsy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a diversified investable universe.

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 licenses and bringing 37 years of industry experience. He previously worked at Pruco Securities, LLC for 35 years and has been affiliated with Prudential Insurance Company of America throughout his career. Outside of advisory work, he is involved in managing a family LLC and operates a financial services sole proprietorship. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a model-driven investment approach utilizing third-party portfolio strategists and offers financial planning, access to asset managers, and insurance product sales through affiliated entities.

Connor Flannery is a financial advisor with J.P. Morgan Securities in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, Merrill, and National Securities Corp. Since 2022, he has been employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of banking products and services alongside investment advice. 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 due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers services on a non-discretionary basis through a select group of Wealth Advisors.

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.

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.

Guy Murray is a financial advisor with Primerica Advisors in Tequesta, FL, holding Series 63 and Series 66 credentials and with 30 years of industry experience. His prior work includes positions at PFS Investments Inc., Northwestern Mutual Investment Services LLC, Raymond James and Associates, and entrepreneurial experience running Action Hurricane Shutters for four years. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients, using model-driven strategies supported by third-party asset managers and custodians.

Dina Lictro is a financial advisor with UBS Financial Services in Jupiter, FL, holding Series 63 and Series 66 licenses and having 27 years of industry experience. She has worked at UBS since 2011 and spent one year at Merrill prior to that. Outside of her advisory role, she is involved in independent sales with Avon and is a member purchaser for Melaleuca, a retailer of natural household and personal care products. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, using proprietary research and model-based asset allocations tailored to client goals.

Adam Moldof is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, Moldof is involved in investment-related business activities through ownership in AMAB LLC and Moldof GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Morry Zolet is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Zolet serves on the Executive Board of Governors for Associated Jewish Charities in Baltimore, Maryland. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and data.

Cherie Bond is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2009. Bond currently works from North Palm Beach, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved processes to support its advisory services.

Erick Santana is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and has worked at several major firms, including JPMorgan Chase Bank, Merrill, and Bank of America. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Courtney Anderson is a financial advisor at Raymond James & Associates with 35 years of industry experience. She has been with Raymond James & Associates since 1998. Anderson holds Series 63 and Series 65 designations. Raymond James & Associates is a large, dually registered broker‑dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional consulting, using a range of portfolio management styles supported by firm research and affiliated advisors.

Chung Wong is a financial advisor with Raymond James Financial, holding a Series 63 designation and 33 years of industry experience. He has been with Raymond James Financial since 2004 and also serves as CEO of The Worth Avenue Group of Palm Beach, Inc., an accounting firm specializing in tax preparation. Wong is involved in managing a support company, Alton Wealth Management, Inc., which handles operational activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through advisory programs and specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Michael Brewster is a financial advisor at Stifel with 33 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Stifel in 2023, he worked at Wells Fargo Clearing for seven years. Outside of his advisory role, he is involved as an investor and financier in a hospitality business in Ireland and serves as a director on the board of the Morrison Legacy Foundation. Stifel serves a broad range of clients, including individuals, institutions, and nonprofit organizations, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Daniel Gikher is a financial advisor with LPL Financial in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. His career includes roles at Gladstone Institutional Advisory, J.P. Morgan Securities, IFMG Securities, and BNY Mellon Securities Corporation. Outside of his advisory work, he is involved in authoring. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and asset management solutions, including model portfolios, third-party subadvisors, and customized strategies, supported by extensive technology and a broad range of affiliated financial services.