Bruce Robb is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2016. He serves as a board member of the South Florida CFA Society, a nonprofit finance and investment industry association. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity pool operator registrations, offering advisory services on a non-discretionary basis.

Keith Epstein is a CFP® with 32 years of industry experience, currently serving at Robert W. Baird & Co. since 2016. He previously worked at Wells Fargo Advisors for seven years. Epstein holds leadership roles outside of his advisory work, including serving as president of the Oakmont Village Homeowners Association and as a board member and investment committee member for Temple Beth Torah and The Arc of Palm Beach County. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients through a range of financial planning, portfolio management, and advisory services. The firm employs a combination of internally researched investment strategies and strategic partnerships, managing approximately $394 billion in assets as of December 2025.

Alexander Sugar is a CFP® with 39 years of industry experience, currently affiliated with RBC Capital Markets and City National Bank since 2017. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory practice, he serves on the boards of trustees for Hillside School and Lawrence Academy, both private educational institutions. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment programs combining discretionary and non-discretionary management, utilizing a mix of in-house and third-party managers supported by RBC’s capital markets and affiliated capabilities.

Harrison Karp is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at various J.P. Morgan entities since 2016, including J.P. Morgan Securities, LLC, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors and focuses on funds and strategies approved via internal review processes.

Cynthia Jimenez is a financial advisor at Morgan Stanley with 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning services, and manages approximately $2.74 trillion in client assets.

William Wood is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides a range of investment advisory and financial planning services, relying on research and analytics to support its investment approach while offering both brokerage and advisory solutions.

Wayne Safro is a Series 66-credentialed advisor with UBS Financial Services in West Palm Beach, FL, where he has worked since 2016. He has 22 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Kayla Hinkle is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities and its affiliates since 2013. Kayla is based in West Palm Beach, FL, and also offers certain banking products and services through her employment with JPMorgan Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Heather Voss is a financial advisor at UBS Financial Services with 20 years of industry experience. She has been with UBS since 2012 and holds a Series 66 designation. Outside of her advisory work, she is the proprietor of Voss Allstar Designs, where she creates and sells handmade resin items on Etsy, and she is an independent seller for SCENTSY Fragrance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor strategies using proprietary research and model-based asset allocations.

Dennis Roodman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with LPL Financial since 2011 and also operates Integrated Financial Group and Dennis Roodman Insurance, the latter of which focuses on fixed, life, health, long-term care, disability, and group insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, including discretionary and non-discretionary management supported by research and diverse investment strategies.

Robert Barber is a Series 66 licensed financial advisor at J.P. Morgan Securities with one year of industry experience. Before joining J.P. Morgan Securities in 2025, he worked at JP Morgan Chase Bank, N.A. for three years and at First Republic Bank for five years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Timothy Mc Graw is a financial advisor with Edward Jones in Boynton Beach, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Barbara Wooden is a financial advisor with Primerica Advisors, holding a Series 66 designation and 18 years of industry experience. She has been with PFS Investments Inc. and Primerica Financial Services since 2013. Outside of her advisory role, she is President and CEO of Agape Marine Ventures and works as a Medicare agent with Senior Services of NA. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Walter Ellis is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining the firm, he held roles at JPMorgan Chase Bank, Basketball Services Corp, and PSE Holding LLC. Outside of his financial career, he has been involved with No Bad Clothing Co LLC since 2020. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Erik Lyon is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he held roles at Wells Fargo and worked in legal offices, including the Law Offices of Roger F. Lyon and the Law Offices of Sottile-Baltaxe. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans to client goals.

Jacqueline Carey is a Series 66-licensed financial advisor with UBS Financial Services in West Palm Beach, FL, where she has worked since 2013. She has 16 years of industry experience. Outside of her advisory work, she co-owns Hatfield Imports LLC, a wholesale importer and distributor of baby clothing. UBS Financial Services 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 and provides research-driven advice tailored to clients’ goals and risk tolerances.

Michael Sabra is a financial advisor at Edward Jones in West Palm Beach, FL, holding the CFP® designation with 19 years of industry experience. His prior roles include positions at Citizens Financial Group, Northwestern Mutual, Fidelity Investments, and TIAA. 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 supported by a network of more than 23,700 advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining affiliated capabilities beyond advisory services.

Mark Tarshis is a financial advisor with Osaic who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked at Osaic since 2024 and previously held roles at Cetera Advisors LLC and other firms. Outside of his advisory work, he is president of M. Alan Financial, an S corporation that provides life insurance, fixed annuities, long-term care sales, and tax preparation services for individuals and small businesses. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory services, financial planning, and retirement consulting. The firm utilizes asset-allocation tools and multiple advisory platforms to deliver managed portfolios and third-party investment solutions.

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.

Stephanie Waldrop is a Series 66-licensed advisor at Morgan Stanley with 16 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Waldrop serves on the Small Business Advisory Council for the Northern Palm Beach County Chamber of Commerce and is a member of the Finance Committee for Leadership Palm Beach County. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutions, including tailored financial planning through dedicated Financial Advisors and the Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based financial planning process.