Damar Wellington is a Series 66-licensed advisor with J.P. Morgan Securities, based in Boynton Beach, FL, with 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has also been employed by JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily 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 investment strategies.

Joshua Zillmer is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at Cetera Advisors LLC since 2018 and previously held roles at Independent Financial Partners, Atlantic Capital Advisors, and LPL Financial. Outside of his advisory work, he serves as president of the Western Communities Football League, is an NCAA football official, and holds civic positions as a council member and Parks and Recreation Advisory Committee member for the Village of Wellington, Florida. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a national network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that supports diverse investment approaches and program structures.

Ina Felder is a financial advisor with LPL Financial in Delray Beach, FL, holding a Series 66 designation and 24 years of industry experience. She has been affiliated with both LPL Financial and Flagstar Bank N.A. since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and portfolio management options, supported by technology tools and a broad network of over 22,800 advisors.

Joanna Hodge is a financial advisor at J.P. Morgan Securities with eight years of industry experience and holds a Series 66 designation. She previously worked at Bank of America and Merrill before joining J.P. Morgan in 2021. Outside of her advisory role, she operates an e-commerce business focused on selling e-cookbooks and maintains a related food blog. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework.

Michael Stubbs is a financial advisor with UBS Financial Services in Lake Worth, FL. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Northwestern Mutual Wealth Management Company. Outside of his advisory work, he is involved in small business ventures related to interior design and clothing delivery with his spouse. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial planning and portfolio management.

Andrea Testa is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2020 and previously at UBS Financial Services from 2016 to 2020. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and modeling techniques as part of its structured financial planning process.

Alexander Williams is a CFP®-certified financial advisor with 27 years of industry experience. He joined LPL Financial in 2024 after a 25-year tenure at Edward D. Jones & Co., L.P. Outside of his advisory role, he owns several non-investment related businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary strategies supported by advisor-facing technology tools.

Nancy Vega Sellitri is a financial advisor at Merrill with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2007. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Patrick Walsh II is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as a guardian for an individual in Palm Beach, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Mark Bentivegna is a financial advisor with LPL Financial in Delray Beach, FL, holding Series 63 and 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 12 years with Cetera. Bentivegna also operates a CPA affiliate. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives.

Thomas Bennett is a financial advisor with Wells Fargo Clearing in Palm Beach, FL. He holds the Series 66 designation and has been with Wells Fargo Bank since 2009, joining Wells Fargo Clearing in 2026. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, 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.

Michael Barron is a CFP® with over 31 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2020, previously spending 12 years at UBS Financial Services. Outside of his advisory role, he serves on the finance committees of Temple Beth Torah and the Sarcoma Foundation of America, where he is also an advisor to the CEO. Morgan Stanley Wealth Management is a large SEC-registered investment adviser serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Brian Mawhinney is a Series 66 licensed financial advisor with over 22 years of industry experience. He has worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 2017, following a 14-year tenure at Ameriprise Financial Services, Inc. He is also the CEO and President of The Falcon's Nest, a nonprofit organization that raises funds for individuals, businesses, and families affected by Down syndrome. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analytical tools.

Amal Benbrahim is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2016, following prior roles at Astoria Bank, Wells Fargo Clearing, and Chase Investment Services Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Chad Delk is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with various J.P. Morgan entities since 2012. Delk serves as a board member on the Finance Committee of Bear Lakes Country Club, overseeing annual budgets and capital spending projects. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Daniel Waldman is a financial advisor with Edward Jones in Wellington, FL, holding Series 63, Series 65, and Series 66 licenses and having nine years of industry experience. His prior roles include positions at Insperity and BFS Capital, as well as consulting work at Cantey Tech Consulting. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a variety of discretionary and non-discretionary investment strategies, including tax-efficient services and separately managed accounts.

Ernst Mahler III is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Lincoln Financial Advisors, Managed Account Services, LLC, and Independent Portfolio Consultants, Inc. He serves as a trustee for family trusts, including responsibilities related to estate tax payments. Osaic Wealth, Inc. serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm employs various portfolio construction tools and supports multiple advisory platforms, including third-party managed account solutions.

Joshua Vanderveen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2011 to 2016. Outside of his advisory role, he serves as a trust protector for a family member's trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Richard Becker is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009. 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 utilizes research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions supported by a large network of financial advisors.

Leonard Kaplan is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as at Morgan Stanley Smith Barney since 2009. He is based in Boynton Beach, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using approved tools and market simulations.