Dennis Roodman is a financial advisor with LPL Financial in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and with 37 years of industry experience. He has been with LPL Financial since 2011 and also operates Integrated Financial Group and Dennis Roodman Insurance. His activities include fixed insurance sales covering life, health, long-term care, disability, and group insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supported by a broad network of investment adviser representatives.

Barbara Loew is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Morgan Stanley. She has a 90% ownership interest in a merchant partnership, LOEW GP, LLC, based in Palm Beach Gardens, FL. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services like business-owner transition and special-needs analysis, utilizing proprietary research and tools to develop tailored recommendations.

Alix Briggs is the Regional Director of Wealth Management at Fidelity Investments, overseeing, leading, and coaching a team of Private Wealth Management Planning Consultants in the Southeast Region. She has held this role since 2024. Her professional experience includes serving as a Wealth Management Planning Consultant at Fidelity Investments from 2016 to 2024. Prior to that, she worked as a Relationship Manager at Hightower Advisors from 2010 to 2016.

Justin Makso is a financial advisor with Merrill in Palm Beach Gardens, FL, holding a Series 66 credential and 15 years of industry experience. His career includes roles at Bank of America, JP Morgan Chase, J.P. Morgan Securities, and First Republic Investment Management. He serves on the finance committees of the Hippocrates Health Institute and the Alton Bay Christian institutions, nonprofit organizations focused on health and community retreats. 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 strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cassandra Scalia is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. She previously worked at Morgan Stanley Smith Barney for 17 years before joining UBS in 2026. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients' goals and risk tolerances.

Lynne Cross is a Series 66 licensed financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, bringing 24 years of industry experience. She joined Wells Fargo Advisors in 2017 after working at various SunTrust entities from 2013 to 2017. Outside of her advisory role, she works as a travel advisor with Dream Vacations. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with planning engagements generally structured as discrete projects.

Ryan Spracklin is a financial advisor with Charles Schwab, holding a Series 66 designation and six years of industry experience. He has worked at Charles Schwab since 2019, including positions at Charles Schwab Bank. Prior to joining Schwab, he was employed at Pinnacle Wealth Management and Seaworld Parks Entertainment. Charles Schwab & Co., Inc. 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. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Alan Greenberg is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he teaches a continuing education course on real estate investment trusts at Hofstra University and delivers market overview and asset allocation presentations at the Chautauqua Institute. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and strategies developed by its Global Investment Committee.

Paul Rampolla is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Raymond James since 2003 and previously worked for Dale Carnegie for eight years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kenneth Smail is a financial advisor with Raymond James & Associates and holds a Series 66 credential. He has 17 years of industry experience, including prior roles at Fidelity Brokerage Services, TD Ameritrade, and Scottrade. Outside of finance, he owns an epoxy coatings business that specializes in garage floor applications. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutional clients, and municipal entities. The firm offers financial planning and advisory services supported by extensive research, a broad range of portfolio management styles, and specialized municipal advisory capabilities.

Thomas Udovich Jr. is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 65 designations and is a partner at Acadium Financial Partners. His prior experience includes roles at SunTrust Advisory Services and SunTrust Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored non-discretionary planning and investment consulting, employing risk profiling and analytical tools to support client goals.

Ian Sheekey is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans and investment strategies aimed at helping them achieve greater control over their current and future financial goals. He has held several roles at Fidelity Investments since 2020, including Investment Consultant, Financial Representative, and Workplace Planning Consultant. Prior to joining Fidelity, Ian gained experience as a Wealth Management Intern at Ewing Cona Wealth Management at Hightower Advisors in 2019. Ian's career progression reflects his commitment to financial consulting and investment services. Outside of his professional work, Ian enjoys activities such as spending time at the beach, comedy, fitness, exploring food, and attending social events with friends.

Alyssa Liples is a Wealth Management Planning Consultant at Fidelity Investments. In her current role, she collaborates with a dedicated team to deliver personalized financial services, focusing on creating tailored comprehensive plans for clients and their families. Alyssa has been with Fidelity Investments since 2017, progressing through roles from Customer Experience Associate to Financial Representative, and then to her current position since 2020. This experience has provided her with a broad understanding of wealth management and financial planning. No additional information on education, credentials, personal interests, or community involvement has been provided.

Julie Wilbus is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63, 65, and 66 credentials with 11 years of industry experience. Her prior roles include positions at Morgan Stanley, First Republic, and JPMorgan Chase. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with banking, lending, and trustee services.

Kelli Baumgardner is a financial advisor at UBS Financial Services with eight years of industry experience. She holds Series 63 and Series 65 designations and has worked at UBS since 2018. Her prior experience includes a role at First American Title and four years in education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing portfolio management, financial planning, and access to alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Patrick Kenny is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 credentials. He has 14 years of industry experience, including prior roles at Metlife Securities and MassMutual Life Insurance Company. Outside of advising, he co-hosts a broadcast show focused on real estate building and networking. MML 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 ongoing financial planning, asset management, and educational seminars using firm-approved tools to support comprehensive client planning.

Laureann Hinds Mc Kinnon is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory work, she co-owns several non-investment businesses including a logistics company and a craft selling business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Scott Waldman is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds a Series 63 designation and has worked previously at Citigroup Global Markets and Morgan Stanley Smith Barney. Outside of his advisory role, he serves as a board member for the LIV Golf League Stingers franchise. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers both direct and corporate financial planning solutions.

David Cole is a financial advisor at Cetera with 43 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Cetera in 2023, he worked at VOYA Financial Advisors from 2014 to 2021 and at Cetera Wealth Services, LLC starting in 2021. He is also president and owner of Retirement Income Resources, LLC, a firm engaged in the sale and service of insurance, securities, and investment products. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting discretionary and non-discretionary accounts across multiple program structures.

Michael Mcgarrity is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with Wells Fargo Advisors and related entities since 2009. Mcgarrity is also the owner of MCG Wealth, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. The firm utilizes Wells Fargo’s research and planning tools to develop tailored recommendations, with clients choosing implementation options through brokerage or advisory programs.