Brian Cartland is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and having eight years of industry experience. He previously worked at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory role, he is the author of the book *Sharp Iron Study-Book of James*. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, along with corporate and charitable clients. The firm uses model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, serving thousands of advisors and managing approximately $15.5 billion in assets.

Matthew Dresnick is a Certified Financial Planner (CFP®) with 23 years of experience in the financial industry. He has been with UBS Financial Services Inc. since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Stephen Tyson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Summit Financial Group Inc and Summit Brokerage Services. In addition to advising, he holds a notary public commission and works as a fixed insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers.

Brandon Steig is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and previously worked at Florida State University and West Boca Raton High School. Outside of advising, he is employed as an administrative associate at FreshWax LLC, a family-owned business involved in buying and selling sports card collectibles. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Nicholas Perez is a financial advisor with J.P. Morgan Securities in Boca Raton, FL, holding a Series 66 designation and three years of industry experience. He has worked at several firms, including Wells Fargo Advisors and JPMorgan Chase Bank, and is currently employed by both J.P. Morgan Securities and JPMorgan Bank. Outside of his advisory role, he works in event services as a bartender at Spectrum Events. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG criteria where applicable.

Anne Plocker is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 63 designation and 28 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and previously held positions at Morgan Stanley & Co. LLC, Wells Fargo Clearing, and Prudential Equity Group, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and scenario modeling.

Christine Mills is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She previously worked at Raymond James & Associates, Bank of America, Merrill, and other financial institutions. Outside of her advisory role, Mills is an author of multiple fiction and nonfiction books and hosts a bi-monthly podcast interviewing creative women entrepreneurs. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory to offer both brokerage and advisory solutions.

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 with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at Florida Atlantic University and Gunther Volkswagen of Coconut Creek. Equitable Advisors serves individuals across various wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and relies on third-party asset managers and LPL-sponsored advisory programs for many of its 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 with Wells Fargo Clearing in Boca Raton, FL. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including 10 years with Wells Fargo. He serves as a trustee for a family estate. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

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® professional with 14 years of experience in the financial industry, currently affiliated with Wells Fargo Clearing. He has worked at Wells Fargo Bank NA since 2010 and at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from its investment institute and external sources to support portfolio diversification and manager evaluation.

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 with LPL Financial and holds Series 63 and Series 65 credentials. He has 28 years of industry experience with prior roles at Grove Point Investments, H. Beck, Inc., Waddell & Reed, Ameriprise, and other firms. Vink is also involved in teaching through Online Training, Inc. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by tools such as machine-learning for operational and research purposes.