Ciro Gallego Bocanegra is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. He has been with J.P. Morgan Securities since 2015 and JPMorgan Chase Bank, N.A. since 2014. 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 investment recommendations.

Tucker Cory is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has worked at Raymond James Financial Services Advisors since 2013 and has led Cory Wealth Management in two separate periods totaling eight years. Cory serves as an independent contractor and president of Cory Wealth Management, a supporting business to his advisory activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work, alongside specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Eric Cantwell is a financial advisor with Charles Schwab, holding a Series 66 credential and seven years of industry experience. His prior work includes roles at Bank of America, Merrill, National Securities Corp, and Raymond James. Outside the financial sector, he operates a home-based bitcoin mining setup without generating income from it. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and supervisory infrastructure.

Robert Barboni is a CFP® professional with 32 years of industry experience. He currently works with Cetera and has prior experience at Evershore Financial Group and Securian Financial Services. Outside of advisory services, he is an officer of Petal Forward Inc., a nonprofit involved in flower donations. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management options and financial planning through a large network of independent advisors.

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 30 years of industry experience. She holds the Series 63 and Series 65 designations. Her previous experience includes roles at Morgan Stanley Smith Barney, Morgan Stanley & Co., and Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor financial plans and portfolio management to client 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, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. Her prior roles include positions at BTIG LLC and Merrill Lynch. She is based in Palm Beach, Florida. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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.

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.

Mark Haag is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. He also manages Mark Haag LLC, a legal entity established to pay expenses for his practice. Ameriprise offers a retirement-income planning service tailored for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm delivers a range of advisory, brokerage, and insurance solutions through its affiliated companies.

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 Series 66 credentialed financial advisor with Fidelity Investments, based in Palm Beach Gardens, FL, and has one year of industry experience. Prior to joining Fidelity, she held roles at Restoration Hardware and Starbucks, among other positions. Outside of her financial advisory work, Brewton operates a small business selling handmade candles on Etsy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a diversified investable universe.

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 with LPL Financial in West Palm Beach, FL, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at Merrill and Citizens Securities, Inc. He also has a business affiliation with Flagstar Bank N.A. outside of his advisory work. 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 services including financial planning, model portfolios, and institutional platforms, leveraging extensive resources and technology while overseeing over $819 billion in discretionary assets.