Wyn Yelin is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Esteban Perez is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Breault & Smith LLC for three years and has experience outside finance, including a position at TJ Maxx. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis models.

Raymond Jacobs is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and previously worked at Florida Atlantic University and Gunther Volkswagen of Coconut Creek. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, relying on LPL-sponsored programs and endorsed TAMPs to deliver a range of advisory and brokerage solutions.

Troy Wheat is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with RBC Capital Markets since 2016. Outside of his advisory role, he is a check signer for Gringle Doherty and Wheat, a commercial real estate firm, when another principal is unavailable. RBC Wealth Management serves a wide range of clients including individuals, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Max Lewis is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2017. Prior to joining Wells Fargo, he spent several years with Med-Care Diabetic & Medical Supplies and had a brief tenure at Aetna. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings than typical for large institutional advisers.

Jonathan Scalea is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo firms since 2009. Outside of his advisory role, he serves as a trustee for his aunt’s estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Jonathan Vanderveen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has worked at Wells Fargo Clearing since 2017, with prior roles at Bank of America and Merrill. Outside of advisory work, he is associated with a family-held LLC established to trademark a slogan, which is not operational. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

James Cook is a CFP®-designated financial advisor with 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options in its investment menus, serving institutional clients with tailored, IPS-driven solutions.

David Rossler is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been with Cetera and its affiliates since 2004 and is president of Rossler & Company PA, which provides accounting and tax services. He also leads D & M Associates, Inc., a bookkeeping and office supplies business. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Matthew Rogge is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been a professional since 2002. He is a CERTIFIED FINANCIAL PLANNER® (CFP) and a Personal Investment Advisor (PIA) who specializes in wealth management planning, investment management, retirement income planning, and credit and lending services through Bank of America. Matthew serves as a senior partner responsible for client acquisition and advisory services within his team. With over 17 years of experience, Matthew focuses on family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Additionally, he assists clients with business financing, business retirement plans, home financing, and personal credit and lending matters. He holds a Bachelor of Science in Business Administration with a concentration in Finance from the University of Florida. Matthew currently resides in Fort Lauderdale with his wife, Vanessa, and their two children. Outside of his professional work, he enjoys basketball, football, running, and spending time with his family.

Antonio Cotton is a Series 66-licensed financial advisor with UBS Financial Services in Boca Raton, Florida. He has 19 years of industry experience and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Garrett Carlson is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, N.A. for 11 years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven approach incorporates modern portfolio theory and offers both non-discretionary and discretionary services, including investment policy statement preparation, performance reporting, participant education, and plan benchmarking.

James Van Putten Vink is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Grove Point Investments, Grove Point Advisors, H. Beck, and Waddell & Reed. He is also involved with Online Training, Inc. as an educator. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide, offering a range of advisory programs, retirement plan consulting, and brokerage services supported by both discretionary and non-discretionary management and access to various model portfolios and research.

Daniel Morales is a financial advisor with Edward Jones in West Palm Beach, FL, holding Series 63 and Series 65 credentials and 37 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MetLife Securities Inc., and New England Securities Inc. There are no additional notable outside business activities reported. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Teich is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding a Series 63 designation and 32 years of industry experience. He has been with Raymond James & Associates since 2001. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Frank LaBarbera is a Senior Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management. He works closely with clients and their families to help achieve their financial goals, such as achieving worry-free retirement or navigating liquidity events. Frank and his team collaborate with clients on a personalized, risk-appropriate financial plan that aligns with their needs and investment experience. With over 30 years of market experience, Frank offers expertise in managing new wealth, personal retirement planning, portfolio management services, and retirement income. He emphasizes disciplined wealth management planning and hands-on leadership to help clients avoid investor pitfalls related to greed, fear, and ego. Frank uses sound fundamental and technical analysis and offers knowledge of option strategies tailored to a client's risk tolerance. Frank holds a Bachelor's degree from the State University of New Paltz and the Personal Investment Advisor (PIA) designation. Born and raised in Brooklyn, NY, he and his family have lived in Boca Raton since 1997. Outside of work, Frank enjoys basketball, biking, cooking, football, golfing, reading, watching movies, and spending time with his family.

Daniel Kraus is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding a Series 63 designation and 45 years of industry experience. He has been with Raymond James & Associates since 2001. Kraus serves as chair of the investment committee for the Jewish Federation of South Palm Beach Foundation and is an officer and treasurer for the Mystic Cove of Jupiter homeowner association. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and institutional fiduciary services through various portfolio management styles and affiliated research resources.

Cindy Blanket is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding a Series 63 credential and 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dean Maragos is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he held roles at Merrill Lynch and several other firms across different industries, including automotive and dental arts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.

Karen Ashby is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 66 designation and has worked previously at Merrill and Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.