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 at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors, Morgan Stanley, and Citigroup Global Markets during his career. He is based in Palm Beach, Florida. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, leveraging research and analytics to support diversified investment strategies.

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.

Blake Abadie is a financial advisor at Wells Fargo Advisors in Palm Beach Gardens, FL. He holds a Series 66 designation and has experience at EisnerAmper, Postlethwaite & Netterville, and previous roles in academia at Louisiana State University and Louisiana State University Shreveport. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Kayla Hinkle is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having four years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously worked at JPMorgan Chase from 2013 to 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.

Heather Voss is a financial advisor at UBS Financial Services with 21 years of industry experience. She held prior roles at Morgan Stanley and Morgan Stanley & Co. LLC before joining UBS in 2012. Outside of her advisory work, she creates and sells handmade resin items through her sole proprietorship, Voss Allstar Designs, and is also an independent seller of home fragrance products with Scentsy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services aided by proprietary research and model-based asset allocations.

Dennis Roodman is a financial advisor with LPL Financial in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and with 37 years of industry experience. He has been with LPL Financial since 2011 and also operates Integrated Financial Group and Dennis Roodman Insurance. His activities include fixed insurance sales covering life, health, long-term care, disability, and group insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supported by a broad network of investment adviser representatives.

Robert Barber is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, First Republic Bank, PayCom, and Enterprise. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence and a combination of quantitative and qualitative research, with recommendations limited to eligible strategies that may include an ESG framework.

Barbara Loew is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Morgan Stanley. Outside of her advisory work, she is a majority owner of a merchant partnership, LOEW GP, LLC. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, utilizing a broad range of planning tools and specialized services for clients who meet certain net-worth criteria. The firm integrates advisory services with other financial products and referral channels to provide comprehensive solutions.

Alix Briggs is the Regional Director of Wealth Management at Fidelity Investments, overseeing, leading, and coaching a team of Private Wealth Management Planning Consultants in the Southeast Region. She has held this role since 2024. Her professional experience includes serving as a Wealth Management Planning Consultant at Fidelity Investments from 2016 to 2024. Prior to that, she worked as a Relationship Manager at Hightower Advisors from 2010 to 2016.

Justin Makso is a financial advisor with Merrill in Palm Beach Gardens, FL, holding a Series 66 credential and 15 years of industry experience. His career includes roles at Bank of America, JP Morgan Chase, J.P. Morgan Securities, and First Republic Investment Management. He serves on the finance committees of the Hippocrates Health Institute and the Alton Bay Christian institutions, nonprofit organizations focused on health and community retreats. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include employment at JPMorgan Chase Bank, Basketball Services Corp, and his involvement with No Bad Clothing Co LLC since 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager research, and customized performance reporting through a non-discretionary advisory program.

Cassandra Scalia is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. She previously worked at Morgan Stanley Smith Barney for 17 years before joining UBS in 2026. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients' goals and risk tolerances.

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.

Lynne Cross is a Series 66 licensed financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, bringing 24 years of industry experience. She joined Wells Fargo Advisors in 2017 after working at various SunTrust entities from 2013 to 2017. Outside of her advisory role, she works as a travel advisor with Dream Vacations. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with planning engagements generally structured as discrete projects.

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.

Ryan Spracklin is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2019, including time at Charles Schwab Bank, SSB. Prior to Schwab, he was employed at Pinnacle Wealth Management and SeaWorld Parks Entertainment. Charles Schwab serves 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 discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

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.