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 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.

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 licenses and bringing 37 years of industry experience. He previously worked at Pruco Securities, LLC for 35 years and has been affiliated with Prudential Insurance Company of America throughout his career. Outside of advisory work, he is involved in managing a family LLC and operates a financial services sole proprietorship. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a model-driven investment approach utilizing third-party portfolio strategists and offers financial planning, access to asset managers, and insurance product sales through affiliated entities.

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, holding Series 66 and Series 63 licenses and 11 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., Wells Fargo Clearing Services, LLC, Merrill, and National Securities Corp. He is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer certain bank products and services in addition to advisory services. J.P. Morgan Securities 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 these services on a non-discretionary basis, incorporating an ESG eligibility framework and access to a broad range of financial products through its unique regulatory registrations and affiliations.

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.

Justin Warzala is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes eight years at UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with a range of advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients' risk profiles.

Annette Crowley is a financial advisor with LPL Financial in West Palm Beach, FL, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. Her prior roles include positions at Rockland Trust Investment Management Group and Citizens Securities, Inc. Outside of her advisory work, she is involved with Bulldog Fishing LLC, a business focusing on non-investment activities. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Sheri Bilger is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and 21 years of industry experience. She has been with Thrivent and its affiliates since 2006, including roles at Thrivent Financial and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning covering various financial topics, with options to combine planning and managed-account programs under a consolidated billing structure.

James Smeenge III is a CFP®-designated financial advisor with Edward Jones in West Palm Beach, FL, where he has worked since 2003. He has 22 years of industry experience. Outside of his advisory role, he is co-owner of residential rental properties in Tuscaloosa, AL, and Islamorada, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers diverse investment strategies, overlay and tax-efficient services, and affiliated financial products.

Timothy Lyons is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and operated Lyons Insurance and Legacy Insurance of South Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Hannah Baumann is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and one year of industry experience. Prior to joining J.P. Morgan Securities, she worked at BlackRock for four years and has held multiple positions within JPMorgan Chase Bank. 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 strategies.

Mitchell Pearl is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2009 and City National Bank since 2017. He is also involved in teaching investing fundamentals through an adult education program with the Palm Beach County School District. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, emphasizing customization and integrated capital markets capabilities.

Glenn Krevans is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 34 years of industry experience. He previously worked at Bank of America and Merrill from 2016 to 2024 before joining Wells Fargo. Wells Fargo Advisors is a national securities firm offering 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 provides both brokerage and advisory solutions.

John Castronuovo is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding a Series 66 designation and 17 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he serves on the Finance Council of the Catholic Diocese of Palm Beach and is a board member of the Forum Club of the Palm Beaches, a non-partisan public affairs organization. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

James Leen is a financial advisor at UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has worked at Painewebber Incorporated since 1995. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through a broad platform of advisory and capital markets functions.

Adam Moldof is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, Moldof is involved in investment-related business activities through ownership in AMAB LLC and Moldof GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.