Pehrson Szuluk is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and beginning his career in 2026. His prior experience includes roles at JPMorgan Chase Bank, Northwestern Mutual Investment Services LLC, and Morgan Stanley. 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, offering a range of investment strategies approved through internal review processes.

Heather Helphrey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Outside of her advisory role, she serves as a power of attorney for family members in investment matters. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm provides both brokerage and advisory solutions, managing approximately $671 billion in assets through a large network of advisors.

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 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Fidelity Investments. Additionally, she is a notary public in Boca Raton, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services and integrates advisory solutions with various financial product offerings.

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 at J.P. Morgan Securities with Series 63 and 65 licenses and five years of industry experience. His prior work includes roles at The Vanguard Group, Triad Advisors, and JPMorgan Chase Bank. 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 applying an ESG eligibility framework in its recommendations.

Timothy Lynch is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Wells Fargo Clearing from 2019 to 2025, as well as roles at Cintas and the New York Yankees. He is the sole owner of TL26 Capital LLC, an investment-related business based in Jupiter, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

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 with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. He has worked at JPMorgan Securities and JPMorgan Chase Bank since 2020, and previously at Merrill and Bank of America from 2015 to 2020. In addition to his advisory role, he is also employed by JPMorgan Bank, allowing him to offer bank products including deposit and credit services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm uses a combination of quantitative modeling and centralized due diligence, integrates an ESG eligibility framework, and offers services through a select group of advisors on a non-discretionary basis.

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. based in Palm Beach Gardens, FL. Holding Series 63 and Series 65 licenses, he has 35 years of industry experience. Prior to joining Raymond James in 2017, he worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he owns rental real estate and operates support companies related to wealth management and income distribution. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary consulting using risk profiling and modeling tools and supports its services with technology and municipal advisory capabilities.

Lawrence Boytano is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, and L&L on M Street LLC. He is also employed by JPMorgan Bank, where he offers various banking products alongside his advisory services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain decision-making authority.

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.

David Crum is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL. He holds a Series 63 designation and has 43 years of industry experience. He has been with Wells Fargo Advisors since 2012. 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 meeting a net-worth threshold, utilizing Wells Fargo research and tools to develop tailored recommendations.

Austin Warrin is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been associated with Morgan Stanley Smith Barney LLC since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning services that emphasize structured discovery and scenario modeling without offering individual security recommendations as part of standalone plans.

Maximilian Westerman is a Series 66 licensed financial advisor with eight years of industry experience. He has worked at firms including Raymond James Financial Services and Evernia before joining LPL Financial in 2025. 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 range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and technology tools for operational and research support.

Christopher Jewell is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Joseph Marciano is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Cambridge since 2009. Outside of his advisory role, he serves as a youth advisor for the Jacksonville Jewish Center and is involved in ownership interests including a show horse and several real estate entities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a range of portfolio management and investment strategies tailored to client objectives.