Roberto Vargas is a financial advisor with Charles Schwab in Palm Beach Gardens, FL, holding Series 65 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at Ameriprise, JP Morgan Securities, Bank of America, Merrill Lynch, and founded Seek First Consulting Group. Outside of his advisory role, Roberto is the host and producer of The Godfident Man Podcast and the Small Business BIG GOD YouTube channel, which focus on faith, leadership, and Christian perspectives in business. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investments.

Anthony Conti is a Series 66-credentialed financial advisor with seven years of experience at Merrill and Bank of America, and one year at Wells Fargo. He also worked at Palm Beach Atlantic University for three years and has five years of involvement with Treasure Coast Miata. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts.

Jacob Smith is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and four years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2022. Outside of his advisory role, he is also an employee of JPMorgan Bank, offering deposit and credit products. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Amy Tamblyn is a financial advisor at UBS Financial Services with 29 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes 16 years at Morgan Stanley Smith Barney and a total of 19 years at Morgan Stanley & Co., Incorporated. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocations tailored to clients’ goals and risk tolerances.

George Gundersen is a financial advisor with Primerica Advisors in West Palm Beach, FL, holding Series 63 and Series 65 licenses and 15 years of industry experience. His career includes roles at PFS Investments Inc. and Ocwen Financial Corporation. He is also involved in sales and referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Heidi Pittell is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding a Series 63 designation and over 41 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.

Beatrix Kondor is a financial advisor with J.P. Morgan Securities LLC, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. She has worked with firms including BTIG LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm offers services on a non-discretionary basis, applying an ESG eligibility framework in its recommendations.

Ullanda Hill is a financial advisor at Merrill with five years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bank of America since 2018. Prior to entering the financial services industry, she was employed at Comcast from 2015 to 2018. Merrill, along 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Scott Barber is a financial advisor with Ameriprise in N Palm Beach, FL, holding a Series 66 designation and 21 years of industry experience. He previously worked at Sanford C. Bernstein from 2004 to 2016 before joining Ameriprise Financial Services, Inc., where he has been since 2016. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized retirement-income consulting team.

Justin Carpenito is a financial advisor with J.P. Morgan Securities in Palm Beach Gardens, FL, holding a Series 66 designation and 13 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2013. 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. Their approach combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in recommending strategies.

Suzann Zadanosky is a CFP®-certified financial advisor at UBS Financial Services with 27 years of industry experience. She has been with UBS Financial Services Inc. since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of capital markets products. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor client strategies.

Alyca Brewton is a financial advisor with Fidelity, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Fidelity, she has held various roles across multiple industries including retail and technology. Outside of her advisory work, she operates an online business selling handmade candles through Etsy. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers services such as discretionary portfolio management, fund advisory, and model portfolio delivery, supported by systematic methodologies and oversight controls.

Simona Solomos is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. She has worked at notable firms including Merrill and First Republic Investment Management. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Daniel Fountain is a financial advisor with Merrill in Palm Beach, FL, holding Series 63 and Series 65 registrations and bringing 39 years of industry experience. He has been with Merrill since 2009 and also associated with Bank of America, N.A. since 2003. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a variety of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers, with portfolio implementation tailored to client needs.

Keith Spencer is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Citizens Securities, Inc. Outside of his advisory work, he is involved with Flagstar Bank N.A. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Thomas Rudakas is a financial advisor with Ameriprise in Jupiter, FL, holding a Series 63 designation and 44 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations, primarily for clients with assets managed by Ameriprise.

Carlo Sestito is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He previously worked at Pruco Securities, LLC for 35 years and has been associated with Prudential Insurance Company of America for over three decades. Outside of his advisory role, he manages family business entities and holds various insurance-related appointments. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by research, model portfolios, and third-party managers. The firm integrates financial planning with product sales, including insurance, through an affiliated agency and utilizes a platform that combines adviser programs with active lending solutions.

Nicole Williams is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked at Morgan Stanley since 2019 and previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning supported by structured discovery and sophisticated modeling tools.

Connor Flannery is a financial advisor with J.P. Morgan Securities in Palm Beach Gardens, FL, holding Series 66 and Series 63 licenses and 10 years of industry experience. He has worked at Wells Fargo Clearing Services, Merrill, and National Securities Corp before joining J.P. Morgan Securities and JPMorgan Chase Bank, where he is also able to offer bank products including deposit and credit services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary advice through a select group of Wealth Advisors and applies an ESG framework when recommending strategies.

Gillian Knowles is a Series 66-licensed advisor with J.P. Morgan Securities, based in Royal Palm Beach, FL, and has one year of industry experience. Her prior roles include positions at JPMorgan Chase Bank, Waterstone Mortgage Corp, Flagler Bank/Oasis Outsourcing, and IberiaBank. 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 investment strategies.