Kathy Schneider is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Schneider holds a Series 63 license and is based in Boynton Beach, FL. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Michelle Tipping is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 63 designation and bringing 30 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 1993. Morgan Stanley Wealth Management offers a range of advisory programs for both individuals and institutional clients, focusing on tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Jean Wollesen is a financial advisor with Primerica Advisors in Boynton Beach, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm employs a wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Jeffrey Feldman is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2016. Based in Boca Raton, FL, his tenure includes roles at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Dawn Burgher is a financial advisor with Merrill based in Boca Raton, FL, holding Series 63 and Series 65 licenses and 33 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she is pursuing certification as a health coach and is involved as a distributor for a health-related product company. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

Roy Mccullough is a financial advisor with Wells Fargo Advisors in Boca Raton, FL, holding Series 63 and Series 66 credentials and having 23 years of industry experience. He previously worked at Wells Fargo Clearing, Wells Fargo Bank, and PNC Investments and Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, including specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce.

Charles Rose is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Equitable Advisors since 1999, previously associated with Axa Advisors. Rose serves on the board of Arden Theatre Co. and is involved with Surgeons Capital Management through Karr Barth Associates. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, utilizing third-party asset managers and offering both advisory and brokerage services.

Willard Robertson is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He also practices law at Robertson Law Firm, which he has been associated with since 1995, and owns several business ventures including Robbie & Chris, Inc. and Robertson Aviation, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services with discretionary and non-discretionary management, supported by proprietary and third-party research.

Charles Freeman is a Series 66-licensed financial advisor with Morgan Stanley in Boca Raton, FL, and has 21 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning that employs firm‑approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual relationships and corporate financial planning agreements.

Matthew Holbrook is a financial advisor with LPL Financial in Boca Raton, FL, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Rockefeller Financial and Raymond James & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and various investment strategies.

Aron Weingard is a CFP®-credentialed financial advisor with Raymond James & Associates in Boca Raton, FL, and has 11 years of industry experience. He has served at Raymond James & Associates since 2015. Outside of his advisory role, he volunteers as a counselor and board member for Experience Camps and participates in community initiatives such as the South Palm Beach County Collaborative Law Group and JAFCO. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering advice on a non-discretionary basis supported by extensive research and an integrated affiliate network.

Jason Freeman is a CFP® with over 32 years of industry experience and is currently affiliated with Wells Fargo Advisors in Boca Raton, FL. He has held various roles within Wells Fargo entities since 2009. Outside of his advisory work, Freeman has ownership interests in MAMIBRO, Inc., a holding company for a financial practice, and Eagle Oak Wealth Partners, LLC, a financial practice based in Boca Raton. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations and integrates advisory services with other financial products and referral channels.

John Kerr is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at Morgan Stanley, Bank of America, and Merrill. Outside of his advisory role, he assists with administrative tasks for his wife's interior design business, Joanna Kerr Design LLC. Raymond James & Associates provides financial planning and investment consulting services to individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, serving both retail and institutional clients, including municipal and public finance sectors.

Jason Beutel is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. His prior work includes two years at Citigroup Global Markets Inc. and eight years in a previous tenure with UBS Financial Services. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and 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 investment plans.

Lee Fuller is a financial advisor with Cambridge Investment Research Advisors in Delray Beach, FL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2022 and previously at Commonwealth Financial Network from 2005 to 2022. Fuller also serves as a board member of a local condominium association. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension plans, charities, and estates. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals who utilize various portfolio management and model-based strategies tailored to client objectives.

Errol Furst is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2016 and previously spent nine years at Stifel. He serves as an honorary board member for the University of Pennsylvania’s Metro New Jersey chapter. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools, with investment strategies informed by its Global Investment Committee.

J Richard Stewart is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously held roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Frank Freni is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the CFP® and ChFC® designations and has worked in various roles at Wells Fargo and Charles Schwab. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a large network of advisors.

Jason Watach is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Cetera and also operates Evershore Financial Group, a separate financial services business. His career includes previous roles with Securian Financial and Minnesota Life Insurance Company. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with diverse program options.

Helen Samoun is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.