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.

Benjamin Lasater is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, United Capital Financial Advisers, Goldman Sachs, and Mass Mutual. Outside of his advisory role, he is a partner in an indoor golf simulator business based in Palm Beach County, Florida. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Harrison Karp is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various entities within the JPMorgan Chase organization since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling and centralized due diligence to deliver non-discretionary advice.

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.

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 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.

Barbara Loew is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked in various roles within Wells Fargo entities since 2011. Outside of her advisory work, she has a majority ownership in a merchant partnership, LOEW GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm combines advisory services with other financial products and planning specialties, delivering recommendations through client meetings and written summaries.

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.

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.

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.