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.

Trudy Gayle is a financial advisor with Morgan Stanley in Boca Raton, Florida, holding a Series 66 designation and four years of industry experience. She has been with Morgan Stanley since 1999. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations in its financial planning process.

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.

William Owens is a financial advisor with Primerica Advisors in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Primerica Advisors since 1998 and has been affiliated with Primerica Financial Services since 1980. Owens is also involved in non-investment related referral activities through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and select separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Roberto Cortes Garcia is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he worked at SoFi Securities LLC, SoFi Wealth LLC, and Citigroup. He also served in the U.S. Navy from 2010 to 2023. Wells Fargo Advisors is a national securities firm providing 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.

Nichole Osborne is a financial advisor at Merrill with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2017, following five years at Oppenheimer. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ayub Sicard is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including JP Morgan Chase Bank, JP Morgan Securities, and Brandon Brokerage Group. He is involved in several other business activities, including APALS LLC and Millennium Management Solutions LLC. 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 range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by research and technology-driven portfolio management.

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.

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.

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.

Amanda Smithy is a CFP® with five years of industry experience, currently serving as a financial advisor at UBS Financial Services in Boca Raton, FL. She has worked at UBS since 2020, with a brief period outside the firm, and holds a Series 66 license. Prior to her advisory career, she was a student at the University of Florida and briefly worked in the restaurant industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Daniel Burke is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 27 years of industry experience. Prior to joining LPL Financial in 2020, he worked at FSC Securities Corp from 2015 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

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.

Christian Mc Kenna is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at SP Plus Corporation, Publix Super Markets, and Chipotle Mexican Grill. 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 that leverages multiple advisory platforms and emphasizes individualized client service.

Artur Zaytsev is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Frendee.com and was involved with Prison Connect and Rubard LLC d/b/a CentMobile. 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 and offers both advisory and brokerage/insurance channels to implement client recommendations.

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.

Peter Lucia is a financial advisor with LPL Financial in Boynton Beach, FL, holding Series 63 and Series 65 licenses and with 25 years of industry experience. His prior work includes 12 years at Nationwide Securities, LLC and 6 years at Seacoast Bank. He is also involved with Benefits Plus Consulting Group, Inc., an insurance agency. 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 range of financial planning and advisory programs alongside research support and technology-driven portfolio management.

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.

Mark Tasher is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 65 credentials and 48 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

David Gross is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and investment committee analyses.