Ruben Rodriguez is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the Series 66 designation and has worked at Merrill, Bank of America, PNC Wealth Management, and various J.P. Morgan entities. Rodriguez is also employed by JPMorgan Bank, where he is able to offer certain bank products and services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses 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.

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. He holds Series 63 and Series 65 credentials and has 35 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Banc of America Investment Services. Outside of his advisory work, he is involved in managing rental real estate properties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA consulting programs.

Lawrence Boytano is a Series 66-licensed financial advisor with 14 years of industry experience, currently with J.P. Morgan Securities. His prior work includes roles at Merrill Lynch and Bank of America. He is also an employee of JPMorgan Bank, enabling him to offer certain bank products alongside his advisory services. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a manager solutions team and includes capabilities in derivatives and commodities.

David Crum is a financial advisor at Wells Fargo Advisors with 44 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Advisors since 2012. Prior to that, he spent 16 years with various Morgan Stanley entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients using a range of specialized planning options and research tools.

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 42 years of industry experience. He previously worked at Credit Suisse Securities (USA) LLC for 13 years and Pershing LLC for 3 years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external sources.

Joseph Marciano is a financial advisor with Cambridge Investment Research Advisors in Wellington, FL. He holds Series 63 and Series 65 credentials and has 41 years of industry experience. Prior to joining Cambridge in 2009, he worked at Cincinnati Analysts, Inc. and Mony Securities Corporation. Outside of his advisory role, he serves as a youth advisor at the Jacksonville Jewish Center and is involved in managing equine-related business interests. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through a large network of financial professionals and utilizing multiple platforms and custodians.

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 Series 66-registered financial advisor with J.P. Morgan Securities in Jupiter, FL, where he has worked since 2014. He has 12 years of experience in advisory roles and over 21 years with JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Its advisory program delivers written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Kevin Sercia is a financial advisor at LPL Financial with 10 years of industry experience and holds a Series 66 designation. His prior experience includes roles at JPMorgan Securities, JP Morgan Chase Bank, Seacoast Bank, Bank of America, Merrill, and Stifel Nicolaus. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial products.

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 at J.P. Morgan Securities with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017, following a year at Goldman Sachs & Co. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting.

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.

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 Series 66 licensed financial advisor with five years of industry experience, currently serving at J.P. Morgan Securities in Wellington, FL. His prior experience includes roles at The Bridge Group, Eagle Strategies, NYLIFE Securities, and New York Life. Before entering the financial industry, he worked in the food retail sector. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG criteria, with clients retaining final decision authority.