Martine Lipnitzky is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She began her industry career recently and has prior experience with firms including LPL Enterprise LLC and Pruco Securities, LLC. She is based in Jupiter, Florida. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm offers both discretionary and non-discretionary management across multiple platforms, features proprietary model strategies, and supports access to unaffiliated third-party advisers.

Sharon Gleckner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. Her prior work includes roles at UBS Financial Services, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. She is based in Palm Beach Gardens, Florida. 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 across more than 14,000 advisors and offers both brokerage and advisory solutions.

Eric Olson is a CFP® certificant with 10 years of experience in the financial services industry. He is currently with J.P. Morgan Securities and has previously worked at firms including Fidelity Brokerage Services LLC, Northwestern Mutual Investment Services LLC, and Amundi Pioneer Asset Management. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and may incorporate ESG considerations.

Sean Kiltau 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. His prior experience includes positions at Morgan Stanley and Citigroup Global Markets. Additionally, he serves as Vice President of the Catalina Lakes Homeowners Association, overseeing the landscaping committee and substituting for the president when needed. 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 combines research from Wells Fargo Investment Institute and external sources to offer diversified investment options within a large-scale advisory and brokerage platform.

Steven Goethel is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he assists high net worth individuals, their families, and their businesses in developing wealth management solutions tailored to their unique financial profiles. His approach emphasizes personalized service, taking time to understand each client's investment preferences, risk tolerance, liquidity needs, and long-term objectives. Steven offers recommendations for asset allocation, diversification, and rebalancing, and continuously reviews clients' financial situations to address opportunities in investment, retirement, insurance, and estate planning. He partners with Merrill Private Wealth Management to accommodate strategies exceeding $5 million and manages personalized or defined strategies on a discretionary basis. Steven holds a Bachelor of Business Administration from the AACSB-accredited Coggin College of Business at The University of North Florida, graduating Cum Laude. He possesses multiple FINRA registrations including Series 7, Series 66, and Series 31, along with a license for Life, Health, and Variable Annuities. He has earned professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Residing in Tequesta, Florida with his wife Ali and their two children, Steven enjoys spending time with his family engaging in activities like swimming, boating, and outdoor pursuits. He is an avid fisherman and advocates for conservation efforts to protect waterways for future generations. Steven actively participates in his community through involvement with organizations including the Leukemia & Lymphoma Society, Captains for Clean Water, and Friends of the Everglades.

James Merritt is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Merrill, Morgan Stanley, and Morgan Stanley Private Bank. Outside of his advisory role, he coaches soccer at American Heritage School in Del Ray Beach, Florida. 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 and third-party sources.

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.

Desha Perez is a Series 66-credentialed financial advisor with three years of experience, currently serving at J.P. Morgan Securities in Jupiter, FL. Prior to joining J.P. Morgan, she worked at First Republic Bank and was involved with Impact Zone Golf. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing 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.

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.