Thomas Cunningham is a financial advisor at Robert W. Baird & Co. based in West Palm Beach, FL. He holds a Series 66 designation and joined the firm in 2025. His prior experience includes roles at 160over90, Circufiber Inc., Celliant Inc., and Endeavor. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing internal research and tools such as artificial intelligence in client advice.

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 financial advisor with LPL Financial in West Palm Beach, FL, holding a Series 66 designation and eight years of industry experience. His prior firms include Raymond James Financial Services and Evernia. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, retirement plan consulting, and brokerage services. The firm offers both discretionary and non-discretionary management and utilizes research from multiple sources to support diversified investment strategies.

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.

Michael Sherrill is a financial advisor with Morgan Stanley in Palm Beach, FL, holding Series 63 and Series 65 credentials and having 41 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, Sherrill is the author of a book on the history of Backgammon in New York City and serves on the finance committee of The Union Club in New York, as well as on the board of the MD Sherrill Foundation, which focuses on education, health, and community services. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and investment modeling to support tailored wealth management solutions.

Steven Zwirz is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2014, alongside a concurrent role at JPMorgan Chase Bank, N.A. since 2005. 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 through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Kevin Sercia is a financial advisor at LPL Financial with nine years of industry experience and holds a Series 66 designation. He has previously worked at JP Morgan Securities, JP Morgan Chase Bank, Seacoast Bank, Bank of America, Merrill, and Stifel, Nicolaus and Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Carmen Lucia Riddle Solares is a financial advisor at Morgan Stanley with a Series 66 designation and approximately one year of experience in the industry. Her prior work includes roles at Guided Financial Advisors, Brave Global Holdings, and Globe Life Liberty National Division, among others. Based in Palm Beach Gardens, FL, she has also had periods of self-employment and time away from the workforce. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Christopher Celusta is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding Series 65 and Series 66 credentials and nine years of industry experience. Prior to joining J.P. Morgan Securities in 2017, he worked at Goldman Sachs & Co. for one year. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies, offering services on a non-discretionary basis.

Robert Scherer is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside his advisory role, Scherer serves on the Board of Trustees and Finance Committee at Frenchman's Creek Beach and Country Club and is an investment committee member for the Washington Hebrew Congregation. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and the Global Investment Committee’s market analyses.

Valentina Langmeyer is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. She has been with RBC Capital Markets since 2016. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

James Nevin is a Vice President and Financial Consultant at Fidelity Investments, where he has been contributing since 2015. Over the years, he has progressed through various roles within the company, including Financial Representative - Full Trader, Financial Representative II, Investment Consultant, and Financial Consultant before assuming his current position in 2022. As a Certified Financial Planner, James focuses on partnering with clients to create comprehensive financial plans tailored to their individual goals. His professional approach involves defining client objectives and developing actionable strategies to achieve them. Outside of his professional life, James enjoys activities such as beach outings, boating, fishing, football, and golf.

Andres Alminana is a Senior Financial Advisor with Merrill Lynch Wealth Management in Palm Beach, Florida. He joined Merrill Lynch in 2016 after beginning his wealth management career in 2008. In his role, Andres focuses on guiding high net worth individuals, families, and both public and private organizations in pursuing their unique financial objectives, including family wealth management, retirement planning, philanthropic initiatives, and small business strategies. He employs a goals-based approach that integrates Merrill Lynch’s investment resources with Bank of America’s banking and lending capabilities to develop personalized strategies aligned with clients' long-term goals. Andres holds a Bachelor of Science degree in Management from the University of Florida’s Warrington College of Business, where he was recognized on the Dean’s List, was a member of academic honor societies, and participated in men’s soccer. He is also a Personal Investment Advisor (PIA) and is fluent in English and Spanish. Outside of his professional work, Andres contributes to community efforts through his involvement with organizations such as the Jewish Federation of Palm Beach County and Philanthropy Tank, and participates in programs like Meals for Homebound Seniors. He resides in Boynton Beach with his wife and two sons and has interests in tennis, running, reading, soccer, and genealogy.

Kenneth Rodriguez is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has previously worked at The Bridge Group, Eagle Strategies (NY Life), and NYLIFE Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Elizabeth Lee is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 65 and Series 66 licenses and possessing 28 years of industry experience. She has been affiliated with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she serves as a trustee for the Margaret and Daniel Lee Family Trust. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and estate planning strategies while managing approximately $2.74 trillion in client assets.