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.

Allan Dilone Rodriguez is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. He has previously worked at Foreside Funds Distributors LLC, Polen Capital Management, LLC, Northwestern Mutual, and Dabomatic Corporation. He is also affiliated with Florida Atlantic University in a professional capacity. Merrill, together with its affiliate Managed Account Advisors LLC, offers 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 developed by internal and third-party managers.

Anthony Corona III is a CFP® professional with 26 years of industry experience. He is currently with LPL Financial and has previously worked at firms including RBC Capital Markets, Morgan Stanley, Merrill, and UBS Financial Services. Outside of his advisory role, he is the owner of Automobilia LLC, a business unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of advisory and brokerage services supported by advanced research tools and a broad platform of financial products.

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.

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 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.

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 with LPL Financial in Boca Raton, FL, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, Morgan Stanley, and Brandon Brokerage Group. He is also involved with APALS LLC and Millennium Management Solutions LLC, both non-investment-related entities. 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 a range of advisory services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a mix of discretionary and non-discretionary strategies supported by advanced operational tools.

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.

Raelene Aldridge is a financial advisor with Cetera, holding a Series 66 designation and 26 years of industry experience. Her prior work includes roles at UBS Financial Services, Summit Financial Group, and multiple Cetera-affiliated firms. Outside of finance, she is involved as a wellness advocate for DoTerra essential oils. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

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.

Daniel Burke is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. His prior roles include positions at FSC Securities Corp, Edward Jones, and Fidelity. He is also an independent non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Christian Mc Kenna is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at SP Plus Corporation and Publix Super Markets. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Artur Zaytsev is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Frendee.com, Prison Connect, and Rubard LLC d/b/a CentMobile. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm emphasizes personalized risk assessment and matching clients with advisory program models and third-party asset managers.

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.