Wendy Liebowitz is a CFP®-certified financial advisor with 24 years of industry experience. She is currently with J.P. Morgan Securities and has previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. Outside of her advisory work, she is a co-owner of two LLCs that manage vacation properties in Florida and North Carolina. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering 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, distribution, and investment management capabilities.

Christopher Duffey is a financial advisor with Wells Fargo Advisors in Boca Raton, FL, holding Series 63 and Series 66 registrations and bringing 37 years of industry experience. He has worked at various Wells Fargo entities since 2010. Outside of his advisory role, Duffey is a board member of the New Floresta Homeowners Association in Boca Raton. 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 and integrates advisory services with other financial products and referral channels.

John Rogge is a financial advisor at Merrill with Series 63 and Series 65 licenses and 55 years of industry experience. He has been with Merrill since 1970 and has also worked at Bank of America, N.A. since 2009. He serves as co-trustee of the K P. R Trust, a fiduciary role he has held since 1986. Merrill provides managed account services through the Select Portfolio Solutions program, serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies, leveraging its integration with Bank of America’s broader platform to provide a wide range of products and services.

Beatrice Rauch is a financial advisor with LPL Financial in Boca Raton, FL, holding Series 66 and Series 63 licenses and three years of industry experience. Her prior roles include positions at NewBridge Securities Corporation, Valic Financial Advisors, and various real estate and mortgage firms. Rauch is also a licensed notary public and has ownership experience with Groove Recruiting Solutions, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies in portfolio management.

Vincent Whatley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has prior experience at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Outside of his advisory role, he co-owns a real estate investment and property management business in Atlanta. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Greg Sansum is a financial advisor with LPL Financial in Boca Raton, FL, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Whole Brain Investing Inc. He is also involved with Generations Wealth Advisors as an Investment Advisor Representative. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, combining discretionary and non-discretionary management with resources such as model portfolios and research from multiple sources.

Adam Klein is a financial advisor with Ameriprise in Boynton Beach, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm uses a centralized team to provide written, non-discretionary recommendations that integrate research, modeling, and tax-efficiency analysis, emphasizing Ameriprise-managed accounts and a range of advisory, brokerage, and insurance solutions.

Denise Libow is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2023. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors from 2012 to 2023. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm‑approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Michelle Shevin is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Merrill since 1993, including a concurrent role at Bank of America since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Robert Lester is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Grove Point Advisors, LLC, Grove Point Investments, LLC, Waddell & Reed, Inc., and various insurance agencies. He also operates Vandelay Financial, a DBA associated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Andrew Gilbert is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in education at Oxbridge Academy and Palm Beach Schools, as well as being self-employed for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large national network of financial advisors and branch offices.

Robert Dukate is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has worked at Raymond James since 2018 and previously spent five years with Ameriprise Financial Services, Inc. He serves as a trustee for a family trust. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients, offering both tailored planning and institutional fiduciary solutions.

Anthony Johnson is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has worked at various Schwab entities since 2009, including Charles Schwab Bank, SSB, and Schwab Private Client Investment Advisory, Inc. Charles Schwab & Co., Inc. serves a large clientele primarily composed of high- and ultra-high-net-worth individuals 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 discretionary separately managed accounts and provides a comprehensive suite of integrated brokerage, custody, and advisory services.

David Friedlander is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in modern and sophisticated wealth management strategies, working with clients to address a variety of financial needs including college education planning, employee benefits planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, women and wealth, sports and entertainment, tax minimization, and retirement income. David holds bachelor's degrees in Marketing and International Business from Indiana University, and an MBA in Finance and Real Estate from DePaul University. He also holds the Chartered Retirement Planning Counselor™ (CRPC™) and Certified Plan Fiduciary Advisor® (CPFA®) designations. David's approach involves evaluating multiple factors that impact wealth, such as balance sheets, risk tolerance, family dynamics, personal priorities, tax situations, long-term aspirations, and changing fiscal and economic conditions, to create customized financial plans for his clients. Outside of his professional role, David is actively involved in his community. He has served on the boards of the JCC of the Palm Beaches and Temple Beth El, is a member of the Wexner Foundation, and has held leadership roles with the YMCA Indian Princess group. He also volunteers as a youth soccer and baseball coach, and participates in the Federation of Palm Beaches. David enjoys an active lifestyle that includes basketball, biking, boating, camping, fishing, football, gardening, golfing, running, and softball.

Anne Walsh is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding a Series 63 designation and 28 years of industry experience. She previously worked at Morgan Stanley Smith Barney for 13 years before joining RBC in 2022. Outside of her advisory role, Walsh is an officer in a private landscape architecture business that she co-owns with her husband, where she assists with billing and administrative tasks. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by comprehensive portfolio and financial planning services.

Steven Chmara is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co Inc for 15 years. Outside of his financial career, he is a drummer in a rock band. 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.

Sabrina Cabrera is a financial advisor at Equitable Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2015, previously working at AxA Advisors. Outside of her advisory role, she serves as a treasurer for Haven in Faith, Inc., a nonprofit organization in Greenacres, FL. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to meet client needs.

Nick Kaloyios is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with firms including Bank of America, Merrill, and Securities America Advisors. His background also includes roles in the hospitality industry, such as with Margaritaville Hotels and Hilton Worldwide. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joseph Mazzucco is a financial advisor with LPL Financial in Boca Raton, FL, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He previously worked at JPMorgan Securities, LLC from 2016 to 2019 before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research, model portfolios, and various technology tools.

Lisa Santo is a CFP® with 40 years of industry experience, currently serving at Morgan Stanley in South Palm Beach, FL. She has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is an artist and art instructor affiliated with Odyssey Art at Sea. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering financial planning and investment management supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets across a diverse range of advisory programs.