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 at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Advisors LLC and Investors Capital Corporation. He is also president of M. Alan Financial, an S corporation that provides life insurance, fixed annuities, long-term care insurance, and tax preparation services. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers through a network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools and automated rebalancing to build diversified portfolios across various asset classes and supports both discretionary and non-discretionary account management.

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.

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.

Daniel Morales is a financial advisor at Equitable Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2018, following a prior role at AXA Advisors. Outside of his advisory work, Morales is involved in rental property management. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services to tailor solutions based on clients’ goals, risk tolerance, and time horizon.

Gail Deluca is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 services. 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.

Ethan Grossman is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 66 credentials and bringing four years of industry experience. His prior roles include positions at Stifel Financial and TD Ameritrade. Outside of his advisory work, he is a partner in Litteken & Grossman LLC, where he participates in business decisions for the firm. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and combines its advisory services with extensive retail and institutional investment offerings.

Laureann Hinds is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 12 years of industry experience. She has worked at Wells Fargo Advisors and Wells Fargo Clearing before joining JPMorgan Chase Bank and J.P. Morgan Securities in 2023. Outside of her advisory role, she is involved in several small business ventures including logistics and craft selling businesses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.